Helping Your Clients Leave a Lasting South Canterbury Legacy

How we help professional advisors

We help lawyers, accountants, financial planners and trustees have meaningful conversations about legacy, charitable giving and community impact. We work alongside advisors to make charitable planning simple, effective and rewarding for clients.

During the succession planning process, many clients are thinking not only about providing for family, but also about the legacy they wish to leave in their community. Professional advisors play a vital role in helping clients achieve both.

We can help design the right plan so that your clients can make charitable gifts either in their lifetime or through their will that will create lasting impact in South Canterbury.

Quick Facts

✅ Family trust distributions accepted

✅ Tax credits available for eligible donations

✅ Local South Canterbury impact

✅ Gifts can be made during life or through an estate

✅ Minimum Named Endowment Fund: $50,000

✅ We can meet directly with clients

"Aoraki Foundation provides a simple and trusted way for our clients to support South Canterbury long after they are gone. The team make the process straightforward and are a valuable partner when discussing charitable giving with clients."

- Emily Coldicott, Gresson Dorman & Co

At no cost to you, we can: 

  • Offer tips and resources for discussing charitable giving with your clients. 

  • Consult with you and your clients to help them meet their charitable and financial goals.

  • Provide a short information session for your staff – request an Aoraki Foundation speaker here. 

We’d love to hear from you! Book a time to meet with one of our team.

Why Advisors work with Aoraki Foundation?

Professional advisors play a vital role in helping clients make decisions about their wealth, family and legacy. When charitable giving becomes part of that conversation, Aoraki Foundation can help make the process simple, meaningful and effective.

We work alongside lawyers, accountants, financial planners and trustees to help clients achieve their charitable goals while ensuring their family and financial priorities remain protected.

By partnering with Aoraki Foundation, advisors can:

  • Help clients create a lasting legacy in South Canterbury.

  • Offer a simple and trusted solution for charitable giving.

  • Connect clients with causes and community needs that align with their values.

  • Avoid the cost and complexity of establishing and administering a private charitable trust.

  • Ensure charitable gifts continue to have an impact for generations to come.

  • Access local expertise and support throughout the planning process.

  • Receive support from a local team with knowledge of South Canterbury's charitable sector and community needs.

Whether a client is considering a gift during their lifetime, a bequest in their will, a family trust distribution, or another form of giving, our team can work alongside you to develop a solution that reflects their wishes and maximises their community impact.

Our role is to make charitable giving easy for both advisors and clients, while ensuring every gift contributes to a stronger and more vibrant South Canterbury for generations to come.

Ways Your Clients Can Give

The Aoraki Foundation provides a variety of ways for your clients to give back to South Canterbury. This means we have an option available for all types of clients to ensure it is easy and effective. We are happy to talk through these options directly with you and/or your clients. Our giving options include:

  • Gift in a Will

  • Family Trust Distribution

  • Establish a Named Endowment Fund

  • Resettling an existing charitable trust

  • Donate during their lifetime

  • Gift property, shares and investments

  • Contribute to one of our existing funds

  • Workplace giving

How it Works

  1. Advisor identifies charitable intent

  2. Introduction to Aoraki Foundation

  3. Discussion with client

  4. Explore giving options and priorities

  5. Gift structure agreed

  6. Community impact for generations to come

Advisor Resources

These resources may provide a useful starting point for your discussion about giving. They include our Advisors’ info sheets, resources for clients and example forms.

Legacy in Action

A South Canterbury farming family wanted to support local education for future generations while ensuring the family farm remained in family ownership. Working alongside their lawyer and financial advisor, they established a Named Endowment Fund through Aoraki Foundation. Today, that future gift will provide annual support to local students for generations to come.

Ready to Start the Conversation?

Whether your client is considering a charitable bequest, family trust distribution, lifetime donation or Named Endowment Fund, we'd be pleased to help.

Contact

Richard Spackman

021 181 7141

richard@aorakifoundation.org.nz

 

or simply

 

Want a presentation?

The Aoraki Foundation team are available to present to your organisation and employees, simply fill in the form, and we will be in touch.

 

Resources

Advisors Toolkit

2026 Will Information Pack
PDF  

Example Memorandum of Wishes
PDF | Word

Example Memorandum of Wishes Clauses
Established   |   To be established

Expediting the growth of community philanthropy.
Winston Churchill Fellowship Report, for the philanthropy in Aotearoa NZ
PDF

Community Foundations- A new way of thinking about charity, philanthropy, and working with clients.
A white paper between Dentons Kensington Swan and Community Foundations of New Zealand
PDF