Professional Advisors

Reach out and we will walk you through a simple process that: 

• upskills your team to have a ‘Giving Forever’ conversation with your clients

• provides resources, so it’s no burden on your team 

• opens doors for us to work together to bring your clients wishes to life, now and forever 

• enables you to proudly display this badge as a part of the movement growing generosity in the Waikato  

We have found many clients of professional advisors are starting to think more about giving back well, in better ways that just a ‘one and done’ donation. Your clients may not know how to readily start that conversation. Some also value the guidance we can provide on where their generosity can have the biggest impact in our communities. 

More and more people are leaving a percentage of their estate to a charity, project, or area of interest. As a local organisation, Momentum Waikato understands our communities and how your clients can collectively make the greatest impact for our region.  

Never. Momentum Waikato will support you in having these conversations by offering philanthropic expertise to help your clients – but we never step into your shoes. You can help us to drive more local generosity to local causes.

We don't and can’t replace the independent advice of accountants, lawyers and wealth advisors, we complement that and make sure your client relationship stays with you - your independent advice is a critical part of the process.

Our job at Momentum Waikato is to help provide the philanthropic advice you need to help your client achieve their charitable goals and wishes. As their adviser, you'll continue to play a key role in helping your clients to integrate their philanthropic goals into any major personal, business and financial decisions they wish to make.  

We work alongside you and are here to answer your questions. We can speak to your clients about philanthropy and where some great, impactful work is taking place in our community via projects and causes we know and trust as changemakers in our local community.

We want to ensure you feel informed of the value-add we can provide and would be delighted to come and present to your board, clients, and team. We also provide your advisers with sample Will clauses and Memorandums of Wishes templates to assist in establishing an endowment fund respecting your clients wishes to give to causes that mean the most to them.  

No, Momentum Waikato works with your client on their Gift Plan, and we recognise that lawyers, accountants and wealth advisors cannot make recommendations to specific causes or projects.

However people come to us, we simply help them identify and confirm what they want to support, how to be effective in their giving, and when it will be the right time for them to do so. As part of that service, we always advise everyone we see to seek legal advice for putting together their Will, planning a bequest or making a trust transfer. Honouring and empowering their perspective is an important part of this process. 

We simply encourage you, as a Professional Advisor to ask your clients “have you considered leaving a legacy via an endowment fund”, and if they sound interested, we can take it from there and work with them on building their wishes into a Gift Plan.

We do both. Momentum Waikato offers your clients a personal and enduring way to leave a lasting legacy that will be benefit their community forever. 

There are a variety of ways for your clients to give through Momentum Waikato, the most common are bequests in Wills and trust transfers. All options can be designed to help them make sure any tax benefits are still available and their financial security is maintained during their lifetime, while of course making sure that when they are gone, they are looking after their family and loved ones first. 

Gifts can be made in a variety of ways.  

As an individual, family or organisation, your client can set up their own ‘Named Fund’ or contribute to an established endowment fund.   

Your clients can give to great causes and projects in our region that matter most to them during their lifetime, so that they can enjoy seeing the results of their generosity, as well as receiving the benefits of tax credits.

Your clients may choose to donate through their Will or by a distribution from their family trust. Gifting by Will and from a trust may create or add to existing endowments, or establish a new Endowment Fund at that time.

Some donors choose to set up a Payroll Giving option, making small frequent contributions, and others choose to join a Giving Circle of like-minded people with a common interest, pooling their funds to support a treasured cause close to their hearts. 

We’re ready to work with you and your clients on any of the above options. 

There are many benefits of giving through Momentum Waikato, including the following.  

• Our regional focus and local expertise enables your client to identify and give to local organisations and projects that are engaged in the causes they are passionate about, so they can support their community forever.   

• Because endowments are permanent, your client’s gift keeps on giving, now and for generations to come. You can’t always foresee where the future need will be, and that is where the reputable and enduring nature of Momentum Waikato’s prudent stewardship of endowment funds ensures that your client’s gift is in safe hands under the watchful eye of local Trustees who are independently chosen for their expertise, local knowledge and valued contribution to the region we call home. 

• A Named Fund enables your client to specify the title of their fund and the organisations or initiatives they wish to support, perhaps leaving a lasting legacy in their family name if that is important to them.  

• Annual updates enable your client, or a Distribution Committee that oversees the Funds, to keep track of the Fund’s earnings and the distributions. 

• As a recognised charitable organisation, donations made through Momentum Waikato may qualify for a tax credit  

• Momentum Waikato can provide you with guidance and resources to assist you in establishing your client’s endowment fund.    

Community Foundations are independent, not-for-profit organisations located across the country and around the globe.  

You can read more and see the national network of community foundations at Community Foundations of Aotearoa New Zealand. 

Community Foundations have existed in some parts of the world for over a century. Whilst they’re relatively new to New Zealand, you only need look at some of the global examples to see how big things grow from small beginnings.

Community Foundations present a better way of thinking about intergenerational philanthropy – read  the White Paper Community Foundations – a new way of thinking about charity, philanthropy and working with clients by Dentons Kensington Swan.

Our point of difference is we aren’t about one single cause or any one-off appeal; we are about our place and our people, building a better Waikato for everyone, forever.

We are here to nurture and build the intergenerational prosperity of our region. We do this by connecting generous people to endowment funds, projects and causes that create transformational differences.  We connect and convene changemakers with community knowledge and leadership.  We are guided by our donors, who choose local projects and local causes they want to invest in, so they can play a role in positively transforming our communities. Our ‘smart giving’ model means that any donations placed in endowment funds last for generations to come.