HOW TO INCLUDE A
GIFT IN YOUR WILL

A GUIDE TO INCLUDING
A GIFT IN YOUR WILL

Whether you're updating your Will or creating one for the first time, our how-to guide has the information you need.

If you would like a print version of the guide posted to you please contact Jenna Edgar at admin@sgm.org.nz.

Click below to download the digital version.

When preparing your Will, we advise seeking qualified legal advice from a solicitor, the Public Trust Office or a Trustee company such as Perpetual Guardian. The NZ Law Society and your local Citizen's Advice Bureau can help you find a solicitor if you don't already have one.

Your legal advisor can ensure your Will is valid and clearly sets out how your estate is to be distributed according to your wishes and circumstances.

The best way to support SGM in your Will is with a “residual” or “percentage” gift, which retain their value over time. Some people choose to leave a set amount. We gratefully receive such gifts, though please note that inflation may lessen their value over time.

•     Residual - remainder of your estate after taking care of your loved ones

•     Percentage - a percentage of the value of your estate

We suggest the following wording:
“I give to Spiritual Growth Ministries Trust (SGM), Registration CC 26037, the residue of my estate
(or--- % of my estate), (or $--) for its general purposes and declare that the official receipt of the Workgroup Convenor or other authorised officer shall be full and sufficient discharge for my Trustees.”