How to make a gift in your Will

Setting up a gift in your Will only takes three steps. 

Obtain a Gifts in Wills guide

To request a copy of our Gifts in Wills guide to be posted to you, email Sue Bromley, our experienced Gifts in Wills Specialist, at sueb@heartfoundation.org.nz. Or you can download the Gifts in Wills guide by clicking here.

Suggested wording to include 

When you leave the Heart Foundation a gift in your Will, the following wording is suggested:  

 I give to the National Heart Foundation of New Zealand (Registration No: CC23052) the sum of $___ for its general purposes and declare that the receipt of the Executive Director of the Foundation or other proper officer shall be a full and sufficient discharge for my Trustees for this legacy.  

 I give to the National Heart Foundation of New Zealand (Registration No: CC23052)(10%, 25% 50% other) of my residuary estate (and/or a description of the property or assets given) for its general purposes, and declare that the receipt of the Executive Director of the Foundation or other proper officer shall be a full and sufficient discharge for my Trustees for this legacy.  

 I give to the National Heart Foundation of New Zealand (Registration No: CC23052) the whole of my residuary estate and declare that the receipt of the Executive Director of the Foundation or other proper officer shall be a full and sufficient discharge for my Trustees for this legacy.  

 When referring to the Heart Foundation, please use our official charity name, ‘The National Heart Foundation of New Zealand’. You will also need to include our official charity number. The Heart Foundation is a registered charity (CC23052) under the Charities Act 2005.  

Speak with your family and solicitor

We strongly recommend that you discuss your plans with your immediate family and seek advice from a legal advisor or trustee company when arranging your Will.  

 We are happy to supply the Heart Foundation’s Legacies Account bank details on request.  

 Through your estate, your gift will have a tangible impact on the lives of others in your community.  

 With your support, we can keep working to improve heart health in New Zealand long into the future. Please take our Gifts in Wills guide to your legal advisor and know that your gift helps provide the best treatment and care possible for loved ones affected by heart disease. Thank you.