Momentum Waikato
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Today is the first day of Wills Month, so Eleanor Cater from our peak body Community Foundations of Aotearoa NZ has written this article for The Post....
It’s really hard to give well. Many people have shared this same thought with me over the years as they try to work out where it would be … View moreToday is the first day of Wills Month, so Eleanor Cater from our peak body Community Foundations of Aotearoa NZ has written this article for The Post....
It’s really hard to give well. Many people have shared this same thought with me over the years as they try to work out where it would be best to place their donations and giving intent, in order to shift the dial on the problems that they see locally.
There’s a real Kiwi drive to make a difference, we see it in our consistently high place on the World Giving Index (though that is slipping) and we hear it in countless giving stories from across the nation. From the Ashburton farmers (two brothers) who have launched local tertiary scholarships, to the Hawke’s Bay family who have started a fund supporting dementia services in honour of their wife and mum, to the Wellington mother who has discovered, through her giving journey, political activism. We see countless journeys of people who are learning how to give well into communities, who really want to make their donations count, and who are discovering something significant about themselves along the way.
'A Museum of Humanity' is the new film celebrating the Hamilton Gardens.
Produced by the Hamilton Gardens Development Trust with sponsorship from The Donny Fund that we manage, it is the movie version of 'The Time Travellers Guide to the Hamilton Gardens' book.
You can … View more'A Museum of Humanity' is the new film celebrating the Hamilton Gardens.
Produced by the Hamilton Gardens Development Trust with sponsorship from The Donny Fund that we manage, it is the movie version of 'The Time Travellers Guide to the Hamilton Gardens' book.
You can check out its trailer at the bottom of the Donny Fund page on the Momentum Waikato website at the link below.
It is nearly a year since the Cambridge Community Fund was launched, and it is now fully established and being actively promoted locally by its Fund Champions Kevin Burgess and David Cooney.
“The Cambridge Community Fund has certainly received a very warm and encouraging welcome from the … View moreIt is nearly a year since the Cambridge Community Fund was launched, and it is now fully established and being actively promoted locally by its Fund Champions Kevin Burgess and David Cooney.
“The Cambridge Community Fund has certainly received a very warm and encouraging welcome from the Cambridge community,” says David.
“There is a very high level of interest and support in Cambridge, with many potential donors requesting information.”
Eleanor Cater of our peak body Community Foundations of Aotearoa NZ penned this engaging column below for The Post in Wellington, and then republished it on the CFANZ site.
"It’s a demographic shift where women will eventually become the main drivers and decision makers around family … View moreEleanor Cater of our peak body Community Foundations of Aotearoa NZ penned this engaging column below for The Post in Wellington, and then republished it on the CFANZ site.
"It’s a demographic shift where women will eventually become the main drivers and decision makers around family wealth, transforming wealth management, including estate planning and philanthropy.
This has been coined the ‘horizontal wealth transfer’, a term somewhat patriarchal and simplistic in its nature as it doesn’t take into account women as co-owners of family wealth, non-nuclear families, or individual economic independence. Nevertheless, it’s a term that is sticking - and it’s easy to see why."
Here's some wisdom from financial advisor Katie Wesney, in a recent Stuff column...
"The antidote to inheritance drama isn’t complicated: start talking.
The best-prepared families discuss values, not just valuables. They talk about timing - could part of the inheritance be gifted… View moreHere's some wisdom from financial advisor Katie Wesney, in a recent Stuff column...
"The antidote to inheritance drama isn’t complicated: start talking.
The best-prepared families discuss values, not just valuables. They talk about timing - could part of the inheritance be gifted earlier when it might have more impact? They update wills regularly and include everyone in understanding the bigger picture.
They also acknowledge that financial literacy isn’t inherited along with the money. If you’re expecting to leave or receive a significant sum, everyone involved should understand how money actually works.
And here’s the crucial bit: they treat inheritance as a nice-to-have, not a financial strategy. You can’t control when it comes, how much it is, or who else might need support."
If your values include supporting charities that tackle the issues you care about, and or the community in which you've thrived, then after taking care of your family, including a bequest in your Will to create a philanthropic endowment that gives back forever is a wise and effective strategy. Contact us at Momentum Waikato to find out more - via momentumwaikato.nz....
You can read more of Katie's column at the link below.
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