Adviser Info

Receiving Client Enquiries on Giving to Hospice

There are several ways for a client to give to the Hospice Waikato Foundation. It is important to discuss these options with your client and to use specific wording to convey their wishes.

An adviser often has the opportunity to talk with clients to help see their wishes fulfilled.  Sometimes this may involve making suggestions regarding the distribution of their client’s wealth after they pass away.  Should you wish to speak about Hospice Waikato, and you need further information or support, then please don't hesitate to contact us. 

Nichola Page, Bequest Manager
Mobile: 027 406 6147
Email: [email protected]

A Specified Sum

This is a common form of gift in a will. As it is not inflation proof, they may wish to review every 5-7 years.

A Percentage Bequest

Where a specific proportion of their estate is gifted to Hospice Waikato Foundation. This is inflation proof.

A Specific Contingent Bequest

This comes into effect only if their primary intention cannot be met (for example the absence of surviving family members).

A Residuary Bequest

After providing for family and friends, the remainder of their estate is gifted to Hospice Waikato Foundation.

A Gift of Asset

A specified gift is left to Hospice Waikato Foundation: shares, property, jewellery, insurance policy or other items. These could then be retained a capital investment or sold to raise funds.