How to make a Bequest
When you make a bequest to The Theosophical Society in New Zealand Incorporated, you’re contributing to the purpose of the Society to popularise Theosophy and help to promote human self-transformation. We need your support.
A bequest is an easy way to support The New Zealand Theosophical Society Inc. You can even decide how you want the bequest to be used. Many bequests continue to provide valuable support to our services, long after the gift has been received.
If you already have a Will
If you would like to include a bequest to The Theosophical Society in New Zealand Inc. in your existing Will, you can make a simple modification by adding a codicil (a codicil is a supplement to a Will that is intended to alter or modify it). To make sure your codicil is legal, we recommend it is checked and approved by a legal advisor.
If you don’t have a Will
A Will is an important legal document so it should be prepared by a legal professional. It’s important to discuss options and specific wording with your legal advisor to make sure your Will reflects your wishes clearly, giving specific guidance on how you want your assets and personal belongings distributed when you die.
Wording for a bequest
Here’s an indication of the accepted form of words that can be used to leave a bequest to The Theosophical Society in New Zealand Inc.:
"I give and bequeath the sum of $_____________ (or) __________ % of my estate, (or) residue of my estate, (or) property or assets as follows
free of all charges, to The Theosophical Society in New Zealand Incorporated. The official receipt of the National President, National Vice-President or Treasurer or other authorised officer of the entity will be a complete discharge of my Trustees for this gift."
With or without strings attached
You may chose to leave your bequest freely, i.e. ‘no strings attached’, so that The Theosophical Society in New Zealand Incorporated can apply the funds in the areas where they are most needed, or you can specify where you would like the funds to be spent.
You can let us know about the bequest
There’s no requirement to tell us that you’re leaving a bequest to The Theosophical Society in New Zealand Inc. However we would like to make sure that your generous giving is suitably thanked and acknowledged in your lifetime. Deciding to tell us about your bequest can also be a good thing if your Will is challenged. If we’re in a position to demonstrate that we have a relationship with you, your wishes are less likely to be amended by the court.
Strictest confidence guaranteed
Any bequest inquiries will be treated in the strictest confidence by The Theosophical Society in New Zealand Incorporated. We will respect your wishes if you choose to remain anonymous.
Contact us about a bequest
If you would like to discuss leaving a bequest to The Theosophical Society in New Zealand Incorporated or require further information, please call 0508-THEOSOPHY (0508-843676)
or send an email to the National Treasurer to: firstname.lastname@example.org
Request a bequest brochure
If you would like to find out more about leaving a bequest to The New Zealand Theosophical Society Inc., we can send you our bequest brochure. Please call 0508-THEOSOPHY (0508-843676).