Business Update

Bequest Programme

30 September 2020

Historically, many not-for-profit organisations have obtained their largest assets through bequests. There is currently a great opportunity for organisations to create or improve their bequest programmes due to a number of factors:

  • The population is aging.
  • The wealthiest generation in human history, ‘baby boomers’ (individuals born between 1946 and 1964, post-World War II), are aging and preparing to pass down a record-breaking amount of assets.
  • Technology and media are making it much easier for New Zealanders to make gifts.
  • New Zealanders increasingly want to make their mark on the world.

Bequest gifts are a valuable fundraising stream because they don’t require an immediate financial outlay. They need to be thoroughly planned and ensure the focus is always family oriented first. 
Barrer & Co believes not-for-profits should invest in the development and implementation of structured bequest programmes. The time to do this is now! 
Get in touch with us if you’d like to discuss how Barrer & Co could assist you with bequests.

A ‘giving tree’ is sometimes used as a form of acknowledgement for bequests.

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