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