We recommend working with a lawyer, or Will provider when creating or amending your Will. This will help to ensure that your assets will be distributed exactly as you intend, with no misinterpretations. During your meeting, you will discuss the type and size of your bequest. Common types include:

• Fixed amount bequest – A specific sum of money left in your Will.
• Percentage-based bequest – A gift expressed as a percentage of your estate or specific assets.
• Residuary bequest – Whatever remains in your estate after all debts and other gifts have been distributed.
• Specific bequest – A particular asset.
• Contingent bequest – A gift that only takes effect if certain conditions are met. (e.g., if another beneficiary passes away).

Information for your lawyer

When including a bequest to the Milford Foundation in your Will, please ensure that the following details are included:

• Name: Milford Foundation
• Charities Registration Number: CC58088
• Registered Address: Level 12, 50 Albert Street, Auckland 1010.

Suggested wording

Below are sample clauses you can share with your lawyer. Please note these are samples only and you should seek your own legal advice to ensure that your Will reflects your own circumstances and wishes.

• General Bequest: “I give and bequeath the amount of $____to Milford Foundation, an incorporated charitable trust (Charities Registration Number CC58088), located at Level 12, 50 Albert Street Auckland 1010, to be applied for its general charitable purposes.”
• Percentage Bequest: “I give and bequeath ___% of the total value of my estate to Milford Foundation, an incorporated charitable trust (Charities Registration Number CC58088), located at Level 12, 50 Albert Street Auckland 1010, to be applied for its general charitable purposes.”
• Bequest of a Residue: “The residue and remainder of my estate, both real and personal, wherever situated, I give and bequeath to Milford Foundation, an incorporated charitable trust (Charities Registration Number CC58088), located at Level 12, 50 Albert Street Auckland 1010, to be applied for its general charitable purposes.”