RNZYS Gifting and Legacy Programme

GIFTING & LEGACY PROGRAMME

ROYAL NEW ZEALAND YACHT SQUADRON

Phone: 09 360 6800 Email: legacy@rnzys.org.nz

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WITH YOUR SUPPORT YOU CAN ENSURE THE LONGEVITY OF RNZYS Thank you for your interest in leaving a gift to the Royal New Zealand Yacht Squadron.

Leaving a gift to the RNZYS Gifting & Legacy Programme will support key projects that will enhance RNZYS programmes & facilities. The key objective of the programme we have developed is to build a brighter future that harbours success and supports the club and it's members for future generations.

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YOUR LEGACY WILL GO ON GIVING FOR FUTURE GENERATIONS You can choose to support RNZYS today or leave a gift in your will. This will ensure the ongoing support and success of our programmes, specific projects and training for future generations to also enjoy.

Most people do not realise that a gift or legacy can provide RNZYS with crucial funding towards key projects to harbour success.

Without this support we are limited by funds received by Sponsorship, Trust funding & Subscriptions which varies year on year.

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A YACHT CLUB YOU KNOW THAT YOU CAN TRUST

Before you decide to leave a gift to RNZYS it is important to know that the RNZYS is able to carry out your wish.

The Royal New Zealand Yacht Squadron is New Zealand's leading yacht club. Founded in 1871 RNZYS has been a home of sailing for the past 150 years. We have grown and flourished as a yacht club and have the highest standard of professional governance, outstanding financial and organisational management, making it one of the leading yacht clubs of the world to be proud of.

With your generosity we will be able to produce success for the next 150 years and beyond for your children's children to enjoy what you have cherished.

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PROJECTS YOU CAN SUPPORT

Key projects we are focusing on to support future RNZYS success: -

RNZYS Foundation International Sailing Fund Youth Training Programme & Learn to Sail Kawau Boat Shed Development Major Events (Events & Operations) 150th Legacy Environmental Project You specify

*If the project or purpose specified by you does not require funding at the time of your gift, we will allocate your gift to another project which most closely aligns to your desired project or purpose.

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RNZYS FOUNDATION

What your legacy will support: This Foundation's key objective is to support major projects for RNZYS which may include; Purchasing land, leases, marina berths or major facility upgrades which secures RNZYS's tenure.

This secures RNZYS position to ensure the future of the club. The foundation is managed by the trustees and is largely in managed funds, however we are looking for new opportunities.

Our vision: For this fund to grow to $10m and produce a passive income stream that will also support consistent facility upgrades.

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INTERNATIONAL SAILING FUND

What your legacy will support: The International Sailing Fund was established in 1980 with the aim of assisting our members to participate at the highest level of international sailing and help maintain our reputable sailing history. Sailors can apply for funds to assist with some of the costs incurred by competing in regattas, such as entry fees and travel. These are applied for and issued as grants and available to ALL members' competing overseas. This has helped us to stay at the top of sailing in the world.

Our vision: Is to be able to issue $100,000 in grants per year through this fund.

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YOUTH TRAINING PROGRAMME & LEARN TO SAIL

What your legacy will support: The Royal New Zealand Yacht Squadron Youth Training Programme (YTP) is an intensive sail training programme for young sailors in a disciplined environment. This programme has long been regarded globally as a leader in Youth Training and is the country’s most comprehensive, advanced keelboat programme, a large number of graduates from YTP go onto representing NZ at The Ocean Race or America's Cup level. Our Learn to Sail programme is NZ's leading adult learn to sail programme with the aim to increase participation in the sport of sailing and to enable participants to feel more safe around the water. These programmes also encourage participants to become members of the club.

Our vision: Is to have a long term fund in place that ensures these programmes & equipment are well resourced and remain viable well into the future.

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KAWAU BOAT SHED DEVELOPMENT

What your legacy will support: There is a plan to develop the RNZYS facilities on Kawau Island and have the ability to adequately host training camps and other events in a purpose built environment. We hope to replace our existing boat shed facility with a new facility which includes sleeping, kitchen and function facilities. This will not only enable the club to use this for our existing programmes & events but also allow members access to Kawau.

Other groups and events (non members) will be able to hire this facility at a cost to support the running of the facility.

Our vision: Is to enhance the assets that the RNZYS currently has on Kawau thus improving the sport & member use. This project is approximately $2.5m to achieve this vision.

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MAJOR EVENTS

What your legacy will support: In 2021 RNZYS will be hosting not only the America's Cup & Prada Cup but also our 150th celebrations. This celebration includes a huge amount of on and off water events to mark the 150th anniversary of RNZYS. We need funds to support the planning/operations & delivery requirements for our members in 2021. This will include upgrading boats, facilities, and organising events for club members. The purpose of this fund will be support all RNZYS Major Events such as the above, World Championships, Major Regatta's etc.

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150TH LEGACY ENVIRONMENTAL PROJECT

What your legacy will support: The Royal New Zealand is approaching its 150th Anniversary in 2021, as a part of celebrations; an initiative has been proposed to replant our forest on Kawau Island. This includes pest control and replanting of native trees.

This is an effort to contribute to the longevity of the environments and native bird life in which RNZYS members use & enjoy. It is a long term project.

Our vision: Is that Kiwi and other native birdlife will return to the area. It will cost $500,000 over a 10-20 year period to achieve this.

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THE WAYS YOU CAN MAKE A GIFT TO RNZYS TODAY

There are a variety of ways to leave a gift to RNZYS, depending on what suits your needs: 1) Specified Bequest This is where a particular item is specified in the gifting document, for example, works of art, or stocks and shares or property to be gifted to RNZYS and can be on sold if required

2) Pecuniary This means a specified sum of money gifted towards a specific project for RNZYS

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PLEDGE FORM *Please provide this document to RNZYS and your Trustee, Solicitor or Executive

YES - I would like to leave a gift for RNZYS now Type of legacy: 1) Specified Bequest - This is where a particular item is specified in the gifting document, for example, works of art, or stocks and shares or property to be gifted to RNZYS and can be on sold 2) Pecuniary - This means a specified sum of money gifted towards a project for RNZYS For Specific Project: RNZYS Foundation

International Sailing Fund

Youth Training Programme & Learn to Sail

Kawau Boat Shed Development

Major Events

150th Legacy Environmental Project

You Specify: (Other) Any other comments you wish to make:

$: Personal Details: Title: Mr

Mrs

Ms

Other:

First Name:

Surname:

Address: Post Code: Email:

Home Ph:

Mobile:

THE DIFFERENT WAYS YOU CAN MAKE A GIFT IN YOUR WILL TO RNZYS There are a variety of ways to leave a gift to RNZYS in your will, depending on what suits your needs: 1) Specified Bequest This is where a particular item is specified in a will, for example, works of art, or stocks and shares or property is gifted to RNZYS or on sold if required

2) Pecuniary

This means a specified sum of money gifted towards towards a specific project for RNZYS in your will

3) Residuary This means what is left over (the residue) in your estate after all expenses, debts and other specific bequests have been settled if gifted to RNZYS ROYAL NEW ZEALAND YACHT SQUADRON

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PREPARING YOUR WILL When preparing your will, we recommend you seek the assistance of a Trustee, your family solicitor or executive, to ensure your wishes are properly recorded.

To make sure the wording in your will correctly describes your intention for donating, RNZYS suggests the below: I give and bequest the sum of $___/(or) ___% of estate /(or) residue of estate /(or) other assets free of all charges to the Royal New Zealand Yacht Squadron, Auckland to be used for its (*SPECIFIC PROJECT*). I declare that an official receipt of the donation from the organisation will be sufficient acknowledgement of having received this gift.

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PLEDGE FORM *Please provide this document to RNZYS and your Trustee, Solicitor or Executive

YES - I will be leaving a gift for RNZYS in my will

I have made provisions for RNZYS by leaving a legacy in my will

Type of legacy: 1) Specified Bequest - This is where a particular item is specified in a will, for example, works of art, or stocks and shares or property is gifted to RNZYS 2) Pecuniary - This means a specified sum of money gifted towards a specific project for RNZYS in your will 3) Residuary - This means what is left over (the residue) in your estate after all expenses, debts and other specific bequests have been settled if gifted to RNZYS

For Specific Project: RNZYS Foundation

International Sailing Fund

Youth Training Programme & Learn to Sail

Kawau Boat Shed Development

Major Events

150th Legacy Environmental Project

You Specify: (Other) Any other comments you wish to make:

%:

$:

of

Personal Details: Title: Mr

Mrs

Ms

Other:

First Name:

Surname:

Address: Post Code: Email: Secondary Contact:

Home Ph:

Mobile:

TEMPLATE OF LETTER

Here is a suggested template of the letter you can give to your Trustee, Solicitor or Executive: *Please send a copy to RNZYS via mailing or handing it in at reception or email.

Template: I give and bequest the (sum of $___/(or) ___% of estate /(or) residue of estate /(or) other assets) free of all charges to the Royal New Zealand Yacht Squadron, Auckland to be used for its (*SPECIFIC PROJECT*). I declare that an official receipt of the donation from the organisation will be sufficient acknowledgement of having received this gift.

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FEEL FREE TO ASK US MORE ABOUT OUR GIFTING & LEGACY PROGRAMME Leaving a gift for RNZYS is a big decision, so thank you for considering RNZYS and we appreciate that you'll want to take your time and share your thoughts with your family.

How will I be acknowledged? RNZYS would like to acknowledge you for your generosity, we have a variety of options, this will be discussed upon pledge.

If you do decide to leave a gift to RNZYS either today or in your will, thank you. We'd be very grateful if you could let us know by completing the the enclosed form and please return by mailing or via reception. We understand that everyone is different and it is important that your legacy is right for you. If you wish to discuss our Gifting & Legacy Programme further, please do not hesitate to contact us: Contact Details: Sarah Dance - Commercial Manager Kim Bond - Membership Director Phone: 09 360 6905 Email: legacy@rnzys.org.nz ROYAL NEW ZEALAND YACHT SQUADRON

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Gifting & Legacy Programme Royal New Zealand Yacht Squadron P.O. Box 46182 Herne Bay, Auckland 1147 181 Westhaven Drive, Herne Bay Auckland Phone: 09 360 6800 Email: legacy@rnzys.org.nz