Create your legacy

We help you leave a gift that grows

Your gift is invested and grown and the ongoing income earned goes to the local causes you love.

The power of our smarter giving model

When you give through Clutha Foundation your gift stays local, supporting the causes, places, and communities you care about most.  Your gift is carefully invested and the ongoing income earned provides funding to local charitable groups every year, forever.  

Unlike other charitable giving, your gift grows over time, creating a lasting legacy of support.  We help you make a meaningful impact for generations to come.

What types of gifts can be made?

Leaving a gift to your community in your will through Clutha Foundation is an easy way to ensure your donation continues giving forever.  Through Clutha Foundation there are many ways your gift can be invested to give back for the long term.  

Whether it's a percentage of your estate, a specified amount, or what's left after all other commitments are taken care of - the amount you give is up to you!

Create your own fund with Clutha Foundation

With a named endowment fund you choose the causes and projects that benefit from your generosity.  

Setting up a personal endowment fund in your will is an easy process:

  1. Start the conversation
    We work with you to understand your giving goals and the causes you want to support. 

  2. Fill out a Memorandum of Understanding
    This document outlines how you want your fund to be distributed.  It is kept on file and can be updated at anytime, without changing your will.

  3. Update your will
    Ask your lawyer to include a simple clause in your will that specifies your wish to establish a personal endowment fund with Clutha Foundation.

Your fund is professionally managed in perpetuity by Craigs Investment Partners, with careful oversight provided by Clutha Foundation's dedicated Investment Advisory Committee.

Leave a gift to an existing Clutha Foundation fund

If you want to leave a gift to any of our existing funds, we'd love to connect with you.  This helps us confirm which fund you'd like to support and understand how you want your gift to benefit the community.  

Once we have connected, your lawyer will need to add a simple clause to your will specifying your wishes.

General Fund

Supports charitable causes throughout the whole Clutha District. 

Inspiring Youth Fund

For the professional development of young people in the Clutha District.

Clutha Agricultural Development Board Telford Scholarship

Annual scholarship for SIT Telford Campus students enrolled in a full year course and living in the Clutha District.

West Otago Community Fund

Support charitable projects and organisations in West Otago.

Kaitangata Community Fund

Support charitable projects and organisations in Kaitangata

Lawrence Tuapeka Community Fund

Support charitable projects and organisations in Tuapeka.

Owaka Community Fund

Support charitable projects and organisations in Owaka.

Milton Bruce Community Fund

Support charitable projects and organisations in Milton Bruce.

Get in touch

Contact us today for a friendly, confidential chat.  Our team can help you personalise your giving while staying flexible to meet your community's changing needs for generations to come.

If you have already included a gift to Clutha Foundation in your will, let us know! 

{{errors.first('rs-d354-751d-83a0', 'rs-d354-cb9c-467b')}}
{{errors.first('rs-d354-751d-27c0', 'rs-d354-cb9c-467b')}}
{{errors.first('rs-d354-751d-a5fb', 'rs-d354-cb9c-467b')}}

Thank you for contacting us. One of our team members will be in touch soon.

Inspiring Stories

Thinking about leaving a gift in your will?  Find out how you can make your gift last forever.