Video
'Tug of War"
Markets are in a tug-of-war.
As charities seek to build long-term financial sustainability, endowed bequests present an increasingly important opportunity. Yet attracting these gifts is only part of the challenge. Organisations must also ensure they have the governance structures, policies and stewardship practices in place to manage them responsibly and honour donor intent over time.
Our Governance Checklist for Endowed Bequests and Other Restricted Capital Gifts is designed to help boards assess their readiness across five key areas: governance and legal compliance, investment and financial management, donor intent and ethical stewardship, transparency and reporting, and future-proofing and risk management.
The checklist complements the findings of the JBWere Bequest Report 2025 and provides practical questions to identify gaps, strengthen oversight, and build confidence among donors, volunteers and future supporters. Strong stewardship not only protects charitable assets but can also help inspire future legacy giving.
Download the governance checklist here to assess your organisation's preparedness for managing endowed bequests and restricted capital gifts.
News & Insights
Video
Video
Report launch: Bringing the $25.8 billion for-purpose sector into view
JBWere and the University of Waikato launched The Economic Value of the Sector: Measuring Aotearoa New Zealand’s for-purpose ecosystem on 3 September 2026 with a presentation and panel discussion exploring…
Family Wealth Transfer Anxiety
For many families, the hardest question about passing on wealth is not how much to leave, but what that wealth might change.
