A will is very personal and we strongly advise you to consult your legal advisor before drafting a new will or updating an existing one. We are always happy to discuss your wishes and intentions without offering direct legal or financial advice on wills or estate planning.
If you are considering making a bequest to the University of Auckland, here is some suggested wording to ensure your wishes are carried out:
“I give and bequeath to The University of Auckland Foundation, a charitable trust registered with the New Zealand Charities Commission (CC10985),
$ (a specific dollar amount)
(a specific percentage) of my estate
(the whole or a specific percentage) of the residue of my estate
(describe precisely the item of property)
free from all duties and charges, as a contribution to The University of Auckland Foundation to be applied for (XYZ), for which the receipt of The University of Auckland Foundation shall be sufficient discharge to my trustees.”
Note: (XYZ) could simply describe the type of recipient or recipient programme or academic discipline you wish to direct your gift to. We recommend that for specific wishes (XYZ) becomes “The (donor/family/friend’s name) Scholarship/Fellowship/Research Fund” with the supporting document (a statement of intentions) being held at the University.
A “statement of intentions” translates a donor’s motives and intentions into workable instructions for the University. It represents the collaborative efforts of you the donor and the University of Auckland in striking the best balance between achieving your objectives and supporting programmes and projects of ongoing importance to the University.
A “statement of intentions” could include information on:
If you are considering leaving a gift to (XYZ) in your will through the University of Auckland, we make the following commitments:
Fraser Alexander, Development Manager
PH: + 64 9 923 8096
M: 021 840937
POST: Alumni Relations and Development
University of Auckland
Private Bag 92019