Planned Giving

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How to Give

A gift can be as simple as remembering UH in your will, or, your gift model may include tax benefits and payouts in your lifetime.

The best gift model for you and your family will be tailored to your circumstances. We offer complimentary consultation and will work with your realtor, attorney, financial advisor or CPA.

  • Will, Living Trust, Bequest
    You designate UH Foundation as a beneficiary of your asset by will, trust or other instrument. More information about the benefits of trusts, below.

  • IRA Rollover
    Congress recently enacted a permanent extension of the IRA Charitable Rollover. As a result, you can make an IRA rollover gift in 2015, 2016 and beyond.

  • Gifts of Life Insurance
    A gift of your life insurance policy is an excellent way to make a gift to charity. If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy. For example, you may have purchased a policy to provide for minor children and they are now financially independent adults.

  • Gifts of Retirement Plans
    Donating part or all of your unused retirement assets such as a gift from your IRA, 401(k), 403(b), pension or other tax-deferred plan is an excellent way to make a gift to the University of Hawai'i.

  • Charitable Gift Annuity
    You transfer your cash or appreciated property to UH Foundation in exchange for our promise to pay you fixed income (with rates based on your age) for the rest of your life.

  • Charitable Remainder Trust
    You contribute assets to UH Foundation and, in return, you will receive lifetime income, income tax deductions, and capital gains tax avoidance.

  • Charitable Lead Trust
    You transfer your cash or property to fund a lead trust that makes gifts to us for a number of years. You receive a charitable deduction for the gift. Your family receives the remainder at substantial tax savings.

  • Life Estate Reserved
    You may desire to leave your home or farm to us at your death, but would like to receive a current charitable tax deduction. A life estate reserved might offer the solution you need!

  • More Options