Advisor Information

Receiving Client Enquiries on Giving to Hospice

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

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 Waipuna Hospice 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 Waipuna Hospice Foundation

A Gift of Asset – a specified gift is left to Waipuna Hospice Foundation: shares, property, jewelry, insurance policy or other items.  These could then be retained a capital investment or sold to raise funds

Wording Suggestions:

“I give or bequeath…

  • the whole (or …%) of my estate
  •  the whole (or …%) of the residue of my estate
  • the sum of $.......(amount)
  • details of a particular asset – such as shares or property

Adviser Tips to Support Planned Giving & Bequests

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 Waipuna Hospice, and you need further information or support, then please don't hesitate to contact us.