A Gift in your Will (Bequest)

By making a bequest in your Will to Tauranga District Group Riding For The Disabled Association Incorporated (Tauranga RDA), you will continue to help those who are challenged by disability or are at-risk within our community for years to come.

What is a bequest

A bequest is simply a gift made through your Will. It can be a specific amount, a
proportion of your estate, a particular asset, or the residue of your estate after you have provided for your family and friends. You can decide to leave specific directions as to how the gift is to be used by Tauranga RDA, or you can leave the gift to Tauranga RDA to be used for general purposes

Who will manage your bequest

Bequest funds are managed by the Board of Tauranga RDA. When a bequest is received, it will be invested as per the Board’s investment policy, with the appropriate assistance from our advisors, such as Craigs Investment Partners.

Meet our Board

You and your financial advisors may wish to discuss your bequest wishes with the Tauranga RDA Board members, or with the Fundraising & Marketing Manager at Tauranga RDA. It is strongly recommended you seek the advice of your financial advisor or solicitor when drafting your Will.

How do I make Tauranga RDA a recipient of a bequest in my Will

Ask your Will administrator to add a clause, similar to the following, into your Will. Please note that you will need to specify in your Will what part of your estate you would like to leave to Tauranga RDA, as outlined above.
“I give to Tauranga District Group Riding For The Disabled Association Incorporated, a charitable incorporated society registered with the New Zealand Charities Commission (CC29867), ($ XXXX or a X% share of my estate, or X% share of the residue of my estate, or precise description of the item of property), free from all duties and charges, for general purposes, for which receipt by any Board member of the Tauranga District Group Riding For The Disabled Association Incorporated board shall be sufficient to discharge my trustees”.

Further information

If you would like to discuss your intentions with our Fundraising & Marketing Manager or a member of the Tauranga RDA Board, please contact Tauranga Riding for the Disabled on (07) 544 1899 or email us. We like to know who our friends are so if you decide to remember us in your Will, do let us know so we can keep you updated on the work we are doing and the milestones we reach.