The National Trust is helped greatly by money or assets gifted in people's wills or in their lifetimes.
Bequests and donations form a vital component of our funding. Gifted funds go into the investment portfolio and may be used to help with establishing, maintaining and enhancing covenants.
By bequesting funds to the National Trust you leave a legacy to New Zealand by helping protect and enhance its special open spaces.
To make a bequest
When making your will, it is easy to include a bequest to the National Trust. Please talk about this when preparing your will with your solicitor or other adviser.
If you have already made a will, a simple way to leave a bequest to the National Trust is to alter your will by making an amendment (codicil).
We do recommend that you seek the advice of your solicitor or other adviser before making a bequest.
Below are some examples of wording that might suit your intentions.
“I give and bequeath to Queen Elizabeth II National Trust Board the sum of $ (dollar amount) or (percentage) % of my estate to be applied for the general purposes of Queen Elizabeth II National Trust, for which the receipt of the Chief Executive or other proper officer shall be full and sufficient discharge of my trustees.”
“I give and devise my property situated at (description including Title reference) to Queen Elizabeth II National Trust Board to be applied for the general purposes of Queen Elizabeth II National Trust for which the receipt of the Chief Executive or other proper officer shall be full and sufficient discharge to my trustees.”
Download a QEII Bequest Codicil (PDF 67KB)
To discuss any aspect of gifting to the National Trust , please contact the Trust's CEO (Mike Jebson) on 04 472 6626 or from outside Wellington 0800 4 OPENSPACE (0800 467 367).
We would love to hear from you if you have arranged a bequest to the National Trust.
Queen Elizabeth the Second National Trust is a registered charitable entity under the Charities Act 2005. Registration number: CC28488.
Tax rules for charitable giving are changing. Visit Inland Revenue news and updates