QEII is helped greatly by money or assets gifted in people's wills or in their lifetimes.
Bequests and donations form a vital component of QEII funding. Gifted funds go into the QEII investment portfolio, the dividends from which provide an important contribution towards its annual operating capital and may be used for activities such as the costs of evaluating new covenant proposals, fencing approved covenants and maintaining properties owned by QEII.
By bequesting funds to QEII you leave a legacy to New Zealand by helping protect and enhance its special open spaces.
We thank those who have given to the Trust for their generosity.
When making your will, it is easy to include a bequest to QEII. Please talk about this when preparing your will with your solicitor or other adviser.
If you have already made a will, a simple way to leave a bequest to QEII is to alter your will by making an amendment (codicil).
We do advise that you seek the advice of your solicitor or other adviser.
Below are some examples of wording that might suit your intentions.
“I give and bequeath to Queen Elizabeth II National Trust Board the sum of $ (dollar amount) or (percentage) % of my estate to be applied for the general purposes of Queen Elizabeth II National Trust, for which the receipt of the Chief Executive or other proper officer shall be full and sufficient discharge of my trustees.”
“I give and devise my property situated at (description including Title reference) to Queen Elizabeth II National Trust Board to be applied for the general purposes of Queen Elizabeth II National Trust for which the receipt of the Chief Executive or other proper officer shall be full and sufficient discharge to my trustees.”
Download a QEII Bequest Codicil (PDF 67KB)
To discuss any aspect of contributing to QEII by bequest or gift, please contact CEO Margaret McKee on 04 472 6626 or from outside Wellington 0800 4 OPENSPACE (0800 467 367).
If you would like to let us know that you have arranged a bequest to QEII, please email CEO Margaret McKee.
Queen Elizabeth the Second National Trust is a registered charitable entity under the Charities Act 2005. Registration number: CC28488.
Tax rules for charitable giving are changing. Visit Inland Revenue news and updates