Foundation & Bequests
Conservation is our reason for being – to preserve and restore a sustainable natural habitat.
While the Brook Waimārama Sanctuary Trust is itself a charitable trust, we established the Foundation as a separate charitable trust in 2019 specifically for receiving bequests, gifts and endowments from third parties.
The mission of the Foundation is to create a long term, reliable funding stream solely for the benefit of the Sanctuary and its conservation vision.
The Brook Waimārama Sanctuary Foundation Trust deed highlights:
- Registered charitable trust
- Board of three trustees – two Brook Waimārama Sanctuary Trust trustees, one independent
- Philanthropic arm attracting large donors and bequests
- Aims to build a large capital fund for long term sustainable funding
- Pays income to Brook Waimārama Sanctuary Trust
- Discretion to pay capital to Brook Waimārama Sanctuary Trust
- Tax free
- Money can be invested and divested from the Foundation at any time.
Creating an independent foundation means:
- Diversification: we are able to invest private gift funds in a more diversified manner, providing greater investment return and increased support for the Sanctuary with less risk of loss of real value
- Clarity: the Foundation income is kept completely separate from other fundraising efforts
- Security: a stable and secure source of funding for the Sanctuary, free of any public sector or funding influences that can shift over time
- Stability: the independence and long-term nature of the Foundation are steadying factors, particularly in difficult times
- Assurance to donors: by giving to an independent foundation, donors are assured that their gift will be responsibly invested and distributed for the intended purposes and not become confused with other funding
All this means your generosity will go further and make an ongoing, transformative impact
Bequests will help future generations enjoy native New Zealand species in the Nelson region.
New Zealand investment specialists Craig’s Investment Partners have been appointed as the Foundation’s investment manager.
Speak to the team at the Sanctuary to find out more information
Chris Hawkes
Chris Hawkes (Chair) has enjoyed a busy management career, mainly in the agriculture and fast-moving consumer goods markets. For the last five years, Chris has been on the Board, and is now current Chair, of Kaiteriteri Recreation Reserve. He became a BWST trustee and chair 2019.
Click here for a short video of Chris discussing the work of Sanctuary Trustees.
Maurice Woodhouse
Maurice Woodhouse (Treasurer) has had a long career in the accounting industry and was a founding partner of one of Nelson’s most respected accountancy firms, RWCA. Maurice became a BWST trustee in 2017.
Jason Craig
Jason Craig works for Craig’s Investment Partners, based in Nelson as a financial advisor and has extensive experience in banking and investment prior to joining Craig’s. Jason is committed to the Nelson community, understands and identifies with the BWST aims and wants to make a positive contribution to supporting the Sanctuary.