Guidance for Professional Advisors

 

How can we help?

 

  1. The Nikau Foundation gives an option to your clients for their charitable giving
  2. There is no conflict of interest for you as you are not recommending a particular charity but a way of giving.
  3. Best practice includes assisting clients to fulfill their charitable aims and aspirations in a cost effective manner.
  4. We make it easy for you to establish a fund with the Nikau Foundation on behalf of a client. We have standard application forms to establish a fund and appropriate will provisions for your assistance.
  5. Clients who establish a fund with the Nikau Foundation can choose where the gift goes. There is a wide range of charitable purposes for your clients to choose from.
  6. Where an intending donor has a particular interest in a certain area, they can use the expertise of Nikau Foundation to provide them with advice on that area and its changing needs.
  7. Your client can leave a gift in their will or they can maximise their tax rebates by giving during their lifetime, thereby seeing the benefits of their generosity.
  8. Your client can be close to the management and donation of the funds or they can leave it totally to us – it’s their choice.