Gift Planning

A thoughtful gift and estate plan can help satisfy personal financial-planning needs and allow you to maintain control of your assets, while providing Punahou with important long-term support. Life income gifts provide income for you today and support for Punahou tomorrow. More than that, planned gifts like these reflect your values and your dreams for Punahou’s future.

How to Make a Planned Gift

There are many ways you can accomplish your financial and philanthropic goals through gift planning. If you are interested in making a gift: contact us directly, request a proposal online or try our custom gift calculator. If your existing plans already include a gift to Punahou, please send us notice of your gift.
 

What can I give other than cash savings?

Share Your Vision

The Office of Gift Planning at Punahou is able to facilitate your charitable planning. Educational activities and priorities change over time, so unrestricted gifts provide the most flexibility to direct funds for the School’s highest priorities. However, there may be a direction that is particularly important to you, such as financial aid, faculty development or curricular programs. Providing information about your interests allows the School to work with you to clarify the specific purpose of your gift.

If you are considering a bequest for a restricted purpose, you or your legal advisor should discuss your plans with the Gift Planning staff. This ensures that the School can implement your philanthropic intentions as well as thank you and celebrate your participation in the vision of Punahou School.

Professional Partners

Punahou School utilizes the charitable gift services of BNY Mellon Wealth Management to manage and invest its planned giving assets. BNY Mellon is a global financial services company with $28.5 trillion in assets under custody and administration and $1.6 trillion in assets under management. BNY Mellon’s accolades include:

  • Named “Top U.S. Private Bank” by Family Wealth Report in 2016
  • Ranked the 8th Largest U.S. Wealth Manager by Barron’s in 2016
  • Named “Best Private Bank in North America” by Global Finance magazine in 2015
  • Named “World’s Best Global Custody Bank” in 2014
  • Named “World’s Safest Bank” in 2014

With 80 percent of the Fortune 500 as its clients, BNY Mellon is an excellent partner for Punahou.

BNY Mellon’s Planned Giving Group is dedicated to the investment of Punahou’s planned giving assets, employing socially responsible investment solutions and strategic asset allocation to address Punahou’s long-term institutional goals as well as the current income needs of its donors.

Disclaimer: Punahou School cannot render legal, accounting or other professional service or advice.

About the SECURE Act

Effective January 1, 2020, the SECURE Act made changes that may impact your plan to pass wealth to your heirs and to charity.

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Carrie Ogami
Director of Gift Planning
808.944.5845
cogami@punahou.edu