The Rule Foundation gratefully accepts bequests and other gifts into The Peter Rule Fund. Your gift sits alongside Peter Rules’ and other bequesters gifts, building a legacy to benefit our communities in Aotearoa today and in the future.

How we administer our Legacy

The Peter Rule Fund is open for applications from community organisations and other initiatives that benefit LGBTI communities throughout the year. Rule Foundation Trustees assess each application on its merit, impact, and available budget for the year.

Funds are distributed to community groups at a rate of approximately 2/3rds of capital growth each year, with an aim to ensure that the capital base and annual distributions grow at a rate faster than inflation. Our Funds as held with Milford Asset Management, a decision which is reviewed regularly to ensure performance and security of holdings is achieved.

Leave a Bequest in your will

We encourage everyone thinking about leaving a gift to The Rule Foundation to get in touch and talk with one of our Trustees, and to seek legal advice. The words below are suggestions only, and can be considered a starting point for thinking about including a gift in your will.

Bequest to the Rule Foundation

I give free of all duties the sum of $______ [or ___% of the remainder of my estate] to the Rule Foundation to be held as capital for its general purposes. The official receipt of the Rule Foundation will be sufficient discharge to my Executors/Trustee.

 

Residue to the Rule Foundation as Substitutionary Beneficiary

If the above Trusts shall fail I give my residuary estate [or the sum of $____________] to the Rule Foundation for its general purposes. The official receipt of the Rule Foundation will be sufficient discharge to my Executors/Trustee without their needing to see to the application of this gift.

Other Gifts

The Rule Foundation gratefully accepts any gifts towards its purpose of advancing health and wellbeing for LGBTI people in Aotearoa. All donations are acknowledged and a receipt issued. Most donations qualify for a 33% tax rebate up to the annual net income of the donor; visit the IRD website for more information.

Donate by credit card through our GiveALittle.

Make a deposit or automatic payment to our bank account:

Rule Foundation

12-3019-0026730-00

Send a cheque made out to the Rule Foundation to:

Rule Foundation, c/- Jackson Stone

Level 12

11 Hunter Street

Wellington 6011

The Rule Foundation is an approved donee with the IRD for payroll giving. Simply ask your employer to deduct a regular donation from your pay. You’ll need our name (Rule Foundation) and bank account number (12-3019-0026730-00).