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Bequests/Major Gift Campaign

Bequests

A bequest or legacy is a gift of money or assets that you bequeath (leave) in your will.

There are three ways to think about making a bequest. It is best to discuss your needs with us prior to seeing your solicitor, so that we can talk through the options available, and can prepare with you a Memorandum of Understanding so that you can be assured we will use your gift the way you have intended.

You can protect the base fund and use any income that is generated for the purpose of either providing scholarships, gear rollover or capital projects, around the criteria you designate. In this case the donation would be left to the Outward Bound Trust of New Zealand Foundation. The principal sum would generally need to exceed $50,000.

You can expend the amount directly into scholarships, gear rollover, capital projects or our general purposes (we would use the bequest for the project with the greatest need, but have a general focus of scholarships).
Living Gifts are made while the donor is still alive. You can make Endowment type gifts over a period of time, these gifts would generally sit in the Outward Bound Trust of New Zealand Foundation.

Once you have decided on what will work best for you please contact your solicitor to arrange.

Major Gift Campaign

From time to time we run campaigns specific to major capital projects from our capital replacement plan.

If you are interested in setting up a Bequest or contributing to a Major Gift Campaign please contact our Finance & Funding Manager on 04 495 1762 or email fundraising@outwardbound.co.nz