Make a lasting difference
A bequest or legacy is a gift left in your will and is a simple and effective way of supporting your favourite charity beyond your lifetime. A bequest has no effect on your financial situation now, but will mean so much to the people that we care for.
With your help and support, we can continue our work to reduce the incidence of stroke, improve access to effective medical treatment, and support stroke survivors and their families. You can do this by becoming a member of the Stroke Foundation Bequest Society – a wonderful way to help make a lasting difference and be recognised for your commitment.
Leaving a bequest
If you are considering making a bequest or would like to talk about what is involved and how this can help the Stroke Foundation, please contact us on 0800 STROKE (0800 78 76 53) or email email@example.com
Why do we have the Bequest Society?
Including the Stroke Foundation in your will is an enormously generous commitment and plays a key role in the health and development of the Stroke Foundation and its work. When you make this commitment it is important to us that we suitably acknowledge your special support and thank you for it. As a member of the society you will be sent Bequest Society news from time to time and be invited to attend special events.
If you already have a will
If you would like to include a bequest in your existing will, you can make a simple modification by adding a codicil (a supplement that is intended to alter or modify a will). To make sure that your codicil is legal, we recommend it is done through your legal advisor.
If you do not yet have a will
Every adult should have a valid and current will. It shows you care about those you love and can give you peace of mind, knowing that your wishes for family, friends and community organisations important to you have been identified and will be addressed after your death.
Your will is a legal document and we strongly recommend that you have it prepared by a lawyer so that it is worded and signed correctly and is legally binding. This ensures that your estate can be distributed in accordance with your wishes.
Sample wording for a bequest
I give to the Stroke Foundation of New Zealand the sum of $XXX/residue of my estate/description of property of assets for:
a. its general purposes OR
b. the specific purpose of [insert here].1
And I declare that a receipt appearing to be given by the Chief Executive Officer or an authorised officer of Stroke Foundation of New Zealand shall be a full and sufficient discharge to my trustees.
1. Please discuss any specific purpose with the Foundation prior to making your will, as it is important to ensure that there will be no difficulty in using the bequest for that purpose.
Why we would like to know if you make a bequest
There is no legal requirement to inform a beneficiary that you are leaving them something in your will. We would, however, like to know if you leave a bequest to the Stroke Foundation simply so that we may have the opportunity to thank you and to make suitable acknowledgment of your generous giving during your lifetime. It also greatly assists us with our planning. We do not need to know the details of your bequest - just that you have included us in your will.
If you would like to let us know that you have left a bequest in your will, please send an email to firstname.lastname@example.org or phone 0800 STROKE (0800 78 76 53) or write to our Planned Giving Coordinator at National Office. We will then contact you and enrol you in our Stroke Foundation Bequest Society. As a member you will be sent Bequest Society news from time to time and be invited to attend special events.