the Hanahau‘oli
heritage society

Leave a Legacy of Joyous Work

The Hanahau‘oli Heritage Society recognizes and celebrates those special donors who have established planned or deferred gifts to the School. This manner of caring for Hanahau‘oli offers donors opportunities to provide substantial future support for Hanahau‘oli’s enduring mission of cultivating lifelong learners through a spirit of Joyous Work.

Planned Giving enables donors to fulfill their philanthropic goals while possibly receiving significant tax benefits and possible increased lifetime income. It is important to consult one’s financial advisor, estate planning attorney, and/or our Institutional Advancement Office to determine each donor’s unique needs and personal strategies.

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The following types of commitments may qualify you for membership in the Hanahau‘oli School Heritage Society:

  • A bequest provision in your Will or revocable trust;

  • A life-income gift that names Hanahau‘oli as a remainder beneficiary, such as a charitable remainder trust or a charitable gift annuity;

  • A charitable lead trust that provides income to Hanahau‘oli School for a donor’s lifetime or a term of years;

  • A gift or assignment of qualified retirement plan assets, such as an IRA, 401(k) or 403(b);

  • A gift of life insurance.

If you have remembered Hanahau‘oli in your will or trust, please contact the Institutional Advancement Office so that we may acknowledge you with membership in our Heritage Society. We invite you to please print this Heritage Society Form and return it to our Institutional Advancement Office at iao@hanahauoli.org or 1922 Makiki St, Honolulu, HI 96822, Attn: Advancement Office to notify us of your intention.

SUGGESTED LANGUAGE FOR A TESTAMENTARY GIFT TO HANAHAU‘OLI SCHOOL 

The language in your will or living trust providing for a gift to Hanahau‘oli School should reflect your own unique circumstances and charitable objectives.  We hope these examples will be helpful to you and your estate planning team.

UNRESTRICTED GIFT: 

“I give to Hanahau‘oli School, a nonprofit organization located at 1922 Makiki St, Honolulu, HI, 96822, Federal Tax ID #99-0074143, [the sum of $_______] or [____ percentage (or all) of the residue of my estate] to provide unrestricted (endowed/non-endowed) support for the school.” 

GIFT FOR A SPECIFIC PURPOSE: 

“I give to Hanahau‘oli School, a nonprofit organization located at 1922 Makiki St, Honolulu, HI, 96822, Federal Tax ID #99-0074143, [the sum of $_____] or [____percentage (or all) of the residue of my estate] to provide support for ____________________________________________________________________________

(e.g., Louisa Palmer Financial Aid Fund,  ____________ program, etc.) at Hanahau‘oli School.” 

ENDOWED SUPPORT FOR A SPECIFIC PURPOSE: 

“I give to Hanahau‘oli School, a nonprofit organization located at 1922 Makiki St, Honolulu, HI, 96822, Federal Tax ID #99-0074143, [the sum of $_____] or [____percentage (or all) of the residue of my estate] to provide endowed support to be used in perpetuity in a manner consistent with my written instruction, Planned Gift Intention Form, or gift agreement on file with Hanahau‘oli School.”

GIFT FROM A RETIREMENT ACCOUNT, INVESTMENT ACCOUNT, OR LIFE INSURANCE POLICY: 

If you wish to direct a retirement plan asset, brokerage account, or life insurance policy to Hanahau‘oli, simply list HANAHAU‘OLI SCHOOL (Federal Tax ID #99-0074143) on your beneficiary designation form, which can be easily requested from your plan administrator or life insurance agent. Support for a specific purpose at Hanahau‘oli can be designated on the aforementioned form, through our Planned Gift Intention Form, or a signed letter that can be kept on file at the Institutional Advancement Office. 

For additional information or assistance, please contact our Director of Institutional Advancement, Kellie James ’95 Schmidtke at (808) 697-2637 or kschmidtke@hanahauoli.org.

Hanahau‘oli School’s Institutional Advancement Office is available to provide information about various gift plans so that you and your advisors can then determine, based on your philanthropic, financial, and estate planning goals, the greatest benefits to you.