Leave A Legacy

Leaving a proportion of your estate means that your gift will not be affected by fluctuations in the size of your estate. Alternatively, you could specify a fixed dollar amount.

“I give and bequeath (free of all duties) …% of my estate to Borneo Orangutan Survival (BOS) New Zealand Trust in aid of that charity and for its general purposes, with the written acknowledgement of Borneo Orangutan Survival (BOS) New Zealand Trust to be accepted by my executors as a full and complete discharge.”

It is important to include a residuary clause in your Will to dispose of any assets not otherwise mentioned.

“I give and bequeath (free of all duties) the rest and residue of my estate to Borneo Orangutan Survival (BOS) New Zealand Trust, in aid of that charity and for its general purposes, with the written acknowledgement of Borneo Orangutan Survival (BOS) New Zealand Trust to be accepted by my executors as a full and complete discharge.”

Leaving a specified item or items. For example, property, a painting or a piece of jewellery.

“I give and bequeath (free of all duties) (SPECIFIC ITEM) to Borneo Orangutan Survival (BOS) New Zealand Trust, in aid of that charity and for its general purposes, with the written acknowledgement of Borneo Orangutan Survival (BOS) New Zealand Trust to be accepted by my executors as a full and complete discharge.”

By making a Will, you can ensure that your money, property, possessions and investments (your ‘estate’) are passed on to the people and good causes you have chosen. If you don’t have a will, the state will decide how your estate should be distributed.

You can choose a solicitor or professional adviser to write your Will.

Before consulting them, consider the value of your estate and decide what you would like to leave and to whom.

You can also make a Will online for free right here on our website. 

The cost will depend on how complex your affairs are. Services such as Gathered Here provide free Wills for straightforward situations. Solicitors can provide estimates on request. 

Writing a Will may not be as expensive as you might think, and it’s the only way to be as certain as possible that your wishes will be carried out.  

There are three main types of gifts you can leave to BOS New Zealand:

1. Residuary legacy – a gift of all, or a percentage or fraction, of what is left in your final estate after all the other legacies have been paid out and debts cleared. One of the advantages of a residuary legacy is that it is inflation-proof, so you are less likely to need to update your Will in the future.
2. Pecuniary legacy – a gift of a specified sum of money.
3. Specific legacy – a specified item or items. For example, property, a painting or a piece of jewellery. If you leave a specific legacy to BOS New Zealand, your gift will be slightly reduced as we will need to cover the costs of valuing and maybe selling the item.

To help your solicitor or professional adviser, we can offer suggested wording (see above).

BOS New Zealand will keep all details of your Will strictly confidential.

It is very helpful for us to understand why people make the once-in-a-lifetime decision to help the Bornean orangutans through a gift in their Will. If you would like to share your personal story or why you have chosen to remember BOS New Zealand, we would love to hear from you.

Personal stories like yours can be a great way to encourage others to think about supporting our future work in their Wills. We would not use this information without first getting your written consent.

Cheques should be made payable to BOS New Zealand Trust and sent together with all correspondence to the Philanthropy Manager. If you prefer to make a remittance by direct transfer, please don’t hesitate to contact us for details.

If a person has left BOS New Zealand Trust a pecuniary or specific legacy, please provide the following details:

• Name of the deceased
• Last address of the deceased and any former addresses
• Value of the legacy (if known)
• A photocopy of the relevant will clause
• Date of the Grant of Probate or Grant of Confirmation (once known, if applicable)

If a person has left BOS New Zealand Trust a residuary legacy, please provide us with the following details. We need this information to meet our auditor’s requirements:

• Name of the deceased
• Last address of the deceased and any former addresses
• A photocopy of the Will and any codicils
• Date of the Grant of Probate or Grant of Confirmation
• A schedule of assets and liabilities
• Valuations of significant assets
• A copy of the estate accounts