Planned Giving

Supporting the Health Needs of Hawaii


Planned giving is a wonderful way to support Hawaii Pacific Health’s mission to create a healthier Hawaii. It maximizes the financial impact of your gift while offering tax and estate-planning benefits to you and your family.

A planned gift to Hawaii Pacific Health can offer many benefits to you and your family during retirement years and for estate planning, such as:

  • A steady and reliable stream of income through a gift annuity
  • Tax savings when selling securities or real estate
  • Tax benefits when an estate passes on to family members
  • The satisfaction of remembering a loved one in a permanent memorial
  • The ability to change the lives of others through the support of your local, not-for-profit medical center.

Many people think only millionaires can take advantage of planned gifts, but they work well for people of diverse and modest incomes, too. Charitable gift annuities, which provide a reliable stream of income for your lifetime, can start at $10,000.

How do you know which planned gift is right for you?
To find a charitable gift that best meets your family’s needs and supports the health of Hawaii’s people for years to come, you need a plan – and we’re here to help. We can help you find the best options that meet your charitable and financial planning goals.

Sleep tight knowing that your money will never run out.
If you worry about running out of money during retirement, a charitable gift annuity might provide you the security of steady income through your life.

Simplify your life with a gift of investment property.
If you have an investment property or 1031 exchange, you can simplify your life with a charitable remainder trust, which can provide income for years to come while bypassing capital gains.

Pass on assets to your children.
A charitable lead trust is an excellent way to pass assets to family members, and can be combined with a permanent endowment to honor the memory of loved ones.

Plan your estate to benefit your children and bypass IRA deferred taxes.
When designating a family member or friend as the beneficiary of an IRA or other retirement plan, consider using a charitable trust or charitable gift annuity to minimize the deferred taxes.

For more information about planned giving and to explore what might work best for you, call or email Jeff Pederson, director of Planned Giving, at 808-535-7134 or jeff.pederson@hawaiipacifichealth.org. You may also visit our Planned Giving website for more information.

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