IRA Rollover
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Sample Bequest Language
For more information about gift planning or a gift illustration demonstrating the benefits to you:

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or,
Contact



Carrie E. Ogami, J.D.
Director of Gift Planning
giftplanning@punahou.edu 808.944.5845 Tel
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How To Give

Giving to Punahou School can be done either directly or through a gift model that can provide tax benefits and even income. Click on a gift model below to learn more.

  • Bequest
    You designate Punahou School as the beneficiary of your asset by will, trust or other instrument.
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  • 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.
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  • Charitable Gift Annuity
    You transfer your cash or appreciated property to Punahou in exchange for our promise to pay you fixed income (with rates based on your age) for the rest of your life.
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  • Charitable Remainder Unitrust
    You transfer your cash or appreciated property to fund a charitable trust. The trust sells your property tax free and provides you with income for life or a term of years.
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  • Charitable Annuity Trust
    You transfer your cash or appreciated property to fund a charitable trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
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  • Charitable Lead Trust
    You transfer your cash or property to fund a lead trust that makes gifts to Punahou for a number of years. You receive a charitable deduction for the gift. Your family receives the remainder at substantial tax savings.
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  • Retained Life Estate
    You may desire to leave your home to Punahou School at your death, but would like to receive a charitable tax deduction now. A Retained Life Estate might offer the solution you need!
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