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Estate & Gift Planning Home

University of Hawaiʻi Foundation
2444 Dole Street
Bachman Hall 105
Honolulu, HI 96822

Phone: 808-956-8849
Toll Free: 1-866-846-4262
Fax: 808-956-5115

Email: webinquiry@uhf.hawaii.edu

Aloha and Welcome!
Office of Estate and Gift Planning

Lani Starkey, JD, LLM, CPA
Director

Thank you for your interest in supporting the University of Hawai'i. As the University of Hawai'i moves forward to meet new challenges and opportunities, your gifts, no matter the size, provide crucial support to the university's 10 campuses. Your gifts can be designated to benefit a particular school, college or program. Alternatively, your gift can be undesignated or for the use toward UH's greatest needs. For information on ways to support the University of Hawai'i through planned or deferred giving, click here.

We're pleased to provide you and your family with helpful information on planned giving and estate giving options. Simply click here to email us, and we can answer any questions you may have or send you any information you may need. All communications will be treated confidentially.

This web site is designed for you, so please visit often and be sure to sign up for our complimentary monthly e-newsletter. Mahalo for visiting us!

Wills Guide Presentation

Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos.
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PLANNING FOR YOUR FUTURE, YOUR FAMILY, AND YOUR LEGACY

"Planned Giving" is an exciting way to fulfill philanthropic goals, because a planned gift provides not only a gift in support of the University of Hawai'i but also multiple financial and tax benefits to a donor and his or her family. The right type of planned gift will depend greatly on a donor's personal situation, needs and objectives. Accordingly, the UH Foundation and its experienced staff is committed to helping you discover the best gift planning solution that achieves all of your financial and charitable giving goals. To view actual and sample gift planning stories, just click on the Donor Stories link or click on a donor's picture below.

Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, University of Hawai'i Foundation shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>.

Part Gift and Part Sale
Sue and Jim bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale >>.

Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>.

Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact giftplanning@uhf.hawaii.edu.

If you are a professional advisor, you may take the following steps on this site.