A Gift In Your Will

LEAVE A GIFT IN YOUR WILL

You can help by leaving a gift in your Will (a bequest) to Surf Life Saving New Zealand. It’s simple to do, and any gift, big or small, will make a difference.

Those who choose to remember SLSNZ in their Will – significantly contribute to the future operations of our charity and directly support future generations of volunteer surf lifeguards who give up their personal time to keep kiwis safe on the beach.

When you make a Will, your first priority is to provide for your loved ones. But after they are looked after, you can continue to support Surf Life Saving New Zealand by leaving a gift in your Will.

 

IRB Rescue Shot 6

What Your Bequest Gift Will Achieve

Every bequest gift - no matter how big or small - can help SLSNZ. When you make a bequest to SLSNZ, you will be part of a legacy that helps reduce New Zealand’s fatal drowning toll.

What is a Will?

A Will outlines your wishes and how your estate should be managed after you have passed. A Will is also vital to making sure your family and loved ones will be looked after and cared for. A Will is an important legal document so we recommend that you consult with a legal professional before you begin.

What is a Bequest?

A bequest is a gift that a person includes in their Will, which is gifted to a charity after that person passes. Sometimes it’s called a legacy gift.

There are four types of bequests you can leave.

  1. Specific or pecuniary: A gift of property of specific possession, such as money or goods
  2. Residual: Everything that is left after specific or pecuniary legacies, taxes and debts.
  3. Percentage or fractional: A gift of a certain percentage of your estate.
  4. Entire Estate: The gift of an entire estate is usually made by those without any other beneficiaries.

 

Leaving a bequest to SLS New Zealand is a great way to ensure future generations of kiwi beach goers are safe on our beaches and our volunteer Surf Lifeguards and clubs are supported. Legacy gifts provide us with the security of knowing that our work can continue to keep people safe on our beaches and we can continue to tackle our appalling fatal drowning rate.

If you already have a Will and wish to leave a bequest to SLS New Zealand, it is possible to add a simple addition to your existing Will called a codicil. A codicil can be thought of as amendment or alteration that is intended to change a component of your Will. You can get further information on how to do this from your legal professional or use the following as a guide.

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Wording Your Bequest

Whether you are making a Will for the first time or adding an addition (codicil) to your existing Will, the process of making a bequest is easy.

If you have an existing will, it can be updated to include a bequest to Surf Life Saving New Zealand by making a codicil. It’s important to do this process in consultation with your solicitor. You can use the wording below as a guide.

 

              I GIVE AND BEQUEATH free of all duties to Surf Life Saving New Zealand, Inc.

 

*(a) one ................... part of the residue of my estate.

*(b) the whole of the residue of my estate.

*(c) the sum of $...................

 

* Delete which is not applicable.

 

for the general purposes of Surf Life Saving and I declare that the receipt of the Executive Director or other officer of Surf Life Saving shall be a full and sufficient discharge for my trustees in respect of such payment.

 

Or you may like to download and complete the following form to advise your lawyer of your intentions: Download here.

 

If you don’t have a current will, it’s best to get in touch with your family solicitor or a trustee company, such as the Public Trust or NZ Guardian Trust. They’ll help you create a Will that reflects your wishes, ensuring they’re clearly understood, and can include a bequest to Surf Life Saving New Zealand as part of this process. To do this, you’ll need the full name and address of Surf Life Saving New Zealand which is:

Surf Life Saving New Zealand, Pelorus Trust Sports House, 93 Hutt Park Road, Seaview,           
Lower Hutt City, Wellington 5010.

Please Inform Us

If you choose to include a bequest to Surf Life Saving New Zealand, we would like to know so we can personally thank and acknowledge you in your life-time on behalf of our volunteer Surf Lifeguards and clubs. However, it is up to you. Surf Life Saving New Zealand will respect your privacy at all times and will not pass on any personal information and details to any external parties. All bequests are received and handled in the strictest confidence.

If you have any more questions, please email us at supportus@surflifesaving.org.nz

NLS Surf Lifeguards Rock Rescue