Passing the Baton

Passing the Baton

Passing the Baton

LEAVING A LEGACY FOR THE FUTURE OF NEW ZEALAND

Maxim Institute is an organisation of people who are committed to this land, its people, and our future. We take a long-term view, focusing not only on today’s issues, but on future horizons of possibility beyond the constraints of short-term thinking and the electoral cycle.

Leaving a gift to Maxim Institute is a wonderful way to help generations to come. Every society has to renew and restore the conditions that give its people life. Including Maxim Institute in your will helps to ensure that we can sustainably meet those needs for generations to come. Your gift can be large or small; any size is appreciated.

HOW TO LEAVE A GIFT IN YOUR WILL

There are a number of different ways to remember us in your will, depending on your circumstances:

– Residuary gift: a gift that allows you to leave Maxim Institute a percentage of your estate after considering your loved ones.
– Pecuniary gift: a gift that allows you to leave a specific amount of money to Maxim Institute.
– Specific bequest: a gift left to Maxim Institute which can be things like money, property, or stocks and shares.

UPDATING YOUR WILL

After taking care of your loved ones you might decide to leave a gift to Maxim Institute when you make your will.

When writing or updating your will, you should consult with your lawyer and ask for appropriate clauses to be inserted into your will that accurately describe your desires. We have set out some sample wording below, which may be useful to your lawyer.

“I give Maxim Institute CC24446 (% of my estate/the residue of my estate/a sum of money/my property or other assets) for general purposes, for which the receipt of an authorised officer of Maxim Institute shall be full and sufficient discharge to my trustees.”

Should you prefer to make your bequest for a specific area of interest, please contact us.

MORE INFO

Thank you for your consideration and support. Click to download a brochure with further information.

If you’d like to find out more about considering Maxim Institute in your will, or if you have already included a gift to us in your will, please get in touch using the form below. We’d love to keep you updated on our work and vision for New Zealand.

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FREQUENTLY ASKED QUESTIONS

We have collated a list of common questions about leaving a gift in your will to Maxim Institute. We hope that we have covered your question. If you can’t find the answer you’re looking for, please call 09 627 3261 or email us at mail@maxim.org.nz.

What does a “gift in my will”, “bequest”, “legacy” or “estate” mean?

A gift in my will, bequest or legacy refers to a gift of money, an item, or property that you leave to another person or organisation once you pass away. The word estate refers to the whole of your property and assets at the time you pass away.

How will Maxim Institute use my gift?

Your legacy will enable us to fund research that will impact generations to come. We work to promote virtuous cycles and break vicious cycles, renewing and restoring personal and social well-being. Your gift will be used where the need is greatest. 

Can I support a specific project or programme, or leave a gift to an endowment fund?

Our country faces different challenges over time, and it is likely that it will be many years before we receive the gift that you have left in your will for Maxim Institute. For this reason, we ask that you not be too specific about how the gift is to be used within our organisation, and trust our expertise to know where the funds are most needed in order to continue our mission.

Should you prefer to make your bequest for a specific area of interest or to an endowment fund, please contact us.

Do I need to make a new will if I choose to leave a gift to Maxim Institute?

No, it is easy to make a change to your will by filling out the Updating My Will form and taking it to your lawyer to make the amendments. We recommend that you consult with your lawyer and ask for appropriate clauses to be inserted into your will that accurately describes your desires.

What sort of gift is most helpful to leave?

There are a number of ways to leave a gift in your will so you can choose what is best for you depending on your circumstances. Any gift is beneficial in supporting Maxim Institute’s work, but one that is especially valuable is called a residuary gift. A residuary gift allows you to leave Maxim Institute a percentage of your estate after considering your loved ones. A proportional gift like this is less likely to be need updating over time. Your gift can be large or small; any size is appreciated.

If I’ve left a gift to Maxim Institute in my will, do I need to tell you? 

You don’t have to let us know, but it is really helpful if you do as we would like the opportunity to thank you and keep you informed about our work. Your details will be treated in complete confidence and you don’t need to tell us the value of the gift if you don’t want to. However, letting us know about your pledge is a significant help in our forward planning.

If you are happy to let us know about a gift in your will to Maxim Institute, please complete a confidential pledge form.

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