WILLS & BEQUESTS

Including a gift to United Way NZ in your Will is much easier and less daunting than it might sound. But there are a couple of things we strongly advise you do:

Firstly...share your plans with your family, so they understand your intentions.

Secondly...speak to your solicitor and discuss your options.

What are my options?

There are several different ways you might choose to leave a gift to United Way NZ. For example, you might want to leave the "rest and residue" or what is left after making provision for your loved ones, a percentage of the total amount of your estate or a percentage of the residue. Please discuss these options with your solicitor.


No matter how much you leave to United Way NZ, large or small, we will be eternally grateful. And we promise to put it to good use, Advancing the Common Good through the health, education and financial stability of every person in every community.

Bequests are the ultimate declaration from one generation saying that they will be there in support of the next.

People like you make our work possible.
The people who leave a gift in their will to us are ordinary, hardworking people who want to make a positive difference to their community after they're gone. The good news is that including United Way NZ in your will is just as easy as providing for your loved ones. And it can be as much or as little as you want.

Your Choice

If you don’t already have a will, we respectfully advise you to phone your solicitor or trustee company today and make an appointment. He or she will ensure your wishes are correctly and legally stated.
When considering a bequest, we encourage you to take care of family and other loved ones first.

If you already have a will, including a bequest to UWNZ is simple and quick. You can simply ask your legal advisor to add a codicil, which is a short statement that can be added to your existing will at any time.

Your gift can take a number of different forms:
• A specified sum of money;
• A particular item or items (property, art, etc);
• A percentage of the value of your estate;
• The residue of your estate after provision for family and other beneficiaries. (The residue of your estate is what is left following payment of all debts and expenses and after payment of specific gifts to family and friends.)
• A combination of the above.
Getting it Right

The correct wording to include United Way New Zealand in your will is as follows: “I give and bequeath to United Way New Zealand (UWNZ) for their work in Advancing the Common Good by strengthening families and individuals achieve their human potential through education, income stability and healthy lives. [list here the percentage of estate, residue of estate or specific amount of money or items], free of all death and estate duties and I declare that the official receipt of UWNZ shall be a full and sufficient discharge to my Executors.”

No amount is too small. Whatever the contribution, you can be sure that UWNZ will use your gift wisely to help benefit New Zealand Children’s early literacy programmes, Families and Communities.
Have you already remembered United Way NZ in your will? Download and complete this form if you would like to let us know.

Focusing on the Future

Where will the money go?
You are free to place conditions on any bequest. However, since we are unlikely to receive your bequest until far into the future, it is most beneficial to those we are helping if its terms are as general as possible. A decision can be made at the time on where the need is the greatest.

Value of legal advice.
When preparing a will, we would always advise seeking qualified legal advice. Consult a solicitor, the Public Trust Office or a trustee company such as Guardian Trust. The New Zealand Law Society www.lawsociety.org.nz and your local Citizen's Advice Bureau www.cab.org.nz can help you find a solicitor if you don't already have one.
If you don't already have a will, we suggest working with your solicitor or the Public Trust to create one to ensure your assets are dispersed as you wish.
Partnering with United Way through a gift in your will is one way to leave your mark and create change that continues for generations.