Guides for lawyers
If you are a lawyer wishing to establish a fund with The Opotiki Community Foundation on behalf of a client, this page provides you with the information you need.
- Click here to apply to establish a fund for a single person
- Click here to apply to establish a fund for a couple
- Click here for Guidance notes for Lawyers when a client is establishing a fund with the Opotiki Community Foundation
- Click here for Draft wording for a will where the Opotiki Community Foundation is specified
- Click here for Guidance for Trustees where the Opotiki Community Foundation is specified
Once you have completed the form with your client, please send a copy to the Opotiki Community Foundation, PO Box 44, for our records.
If you have any questions, please telephone Trustee Barbara Collis, on (07) 315 4831