A bequest of any size is a simple yet meaningful way to create a legacy of music for future generations. Bequest gifts are invested in the NZSO Foundation Endowment Fund, generating income to provide ongoing support to the NZSO. Your legacy will keep giving for years to come.
Your gift can be stated in your Will or codicil. The following wording is suggested for leaving a gift to the New Zealand Symphony Orchestra Foundation:
I give to the NZSO Foundation Trust Board, (% of estate, the residue of my estate, or sum of money, or description of property or assets) for general purposes, for which the receipt of an authorised officer of the Foundation shall be a full and sufficient discharge to my trustees.
Should you wish your bequest to support a specific area of interest at the NZSO, please contact us. By learning what is important to you, we can suggest ways your gift can help the NZSO fulfil its mission.
If you already have your Will in place, you can include a gift to the NZSO Foundation by writing a codicil. A codicil is a document that amends, rather than replaces, a previously executed Will. It may add or revoke a few small provisions or may change the majority or all of the gifts under the Will. Each codicil must conform to the same legal requirements as the original Will, such as the signatures of the testator and, typically, two or three disinterested witnesses.
You should consult your legal advisor when making a Will, or when adding a codicil to your existing Will, to ensure it fully represents your wishes.
If your assets are held in a Family Trust, you may give your Trustees a simple Memorandum of Wishes stating that on your death you wish the Trustees to make a gift to the NZSO Foundation. Your Memorandum can describe the gift in a similar way to that set out above for a Will.
Please contact Zac Johns from the NZSO Development Team at firstname.lastname@example.org or 0800 479 674 extn 2