Bequests (gifts in wills)

Invite supporters to leave a gift to the organisation in their will.

Typically raises

$5,000

$0–100,000 per sponsorest.

About $1,429 per organiser hour

Based on one bequest

Is it right for us?

Money
$2,000–10,000
Work
Weeks, part-time
Helpers
1–2 people
Lead time
4+ months
Red tape
None

Rare in NZ: only established charities ask for gifts in wills

People
1
Organiser time
2-5 per year
Lead time
years
Up-front cost
Nothing up front
Risk
none
Who can use it
You need a stable legal entity whose exact name a lawyer can write into a will.

Suits: Charity

Less usual for: Church, Community group, marae or service club

When: Summer (Dec–Feb), Autumn (Mar–May), Winter (Jun–Aug), Spring (Sep–Nov)

How big a job: Several weeks, part-time, 1–2 people

How it works

The money, as an example sum

Nothing to pay up front, and the typical result for one bequest is about $5,000 per sponsor.

From the typical figure on this page. Your result will differ.

Where the money figure comes from

ESTIMATE: highly unpredictable; most small groups receive none for years. Context: about 6% of NZ wills include a charitable gift (JBWere Bequest Report 2025, via not-for-profit.org.nz).

Last checked October 2026. Ran this? Tell us what you raised and we’ll use real results to improve the figures.

Step by step

  1. Make sure the organisation has a permanent legal name and charity/society number.
  2. Add a short 'leaving a gift in your will' line to the website and newsletter.
  3. Provide suggested wording and the exact legal name.
  4. Thank and (with permission) acknowledge people who tell you they have included you.
  5. Have a policy for how bequests will be used (e.g. capital, not running costs).

Getting the word out

Even a well-run plan fails if nobody hears about it. There are two asks, and the first one goes out first.

Ask for help
Members to pass the ask on to people they know.
Ask people to buy
People and businesses to give.
When to start
Ask for helpers first, as soon as the date is set. Start the public ask about 6–8 weeks out, and book newsletter and paper notices before that: small newsletters close early.

Where to put it

The full guide to getting the word out: every channel from flyers to the evening news, with lead times and costs.

What you’ll need

Place
Not neededNone needed
Landowner’s permission
Not needed
Council permit
Not needed
Food rules
Not neededNo food sold
Alcohol
Not neededNo alcohol sold
Gambling rules
Not neededNot gambling

Gifts made by will don't earn a donation tax credit. Never pressure older supporters; suggest they talk to their lawyer.

Tips

  • Include a Charity runs NZ-wide awareness campaigns you can link to.

Watch out for

  • Spending bequests on day-to-day costs and leaving nothing lasting to show for them.

Bequests (gifts in wills): checklist

0 of 7 done

Before

After

Gifts made by will don't earn a donation tax credit. Never pressure older supporters; suggest they talk to their lawyer.

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* General fundraising information, not legal, tax or financial advice. Money figures are examples and estimates, not promises. Check current official requirements before you commit. About this guide