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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

For Donor Advisors

Sunday June 25, 2017

Advisor Resources
Advisor Resources
Advisor Resources
Punahou School partners with Crescendo Interactive to provide the following resources. Crescendo has a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. Crescendo is available to assist in helping you provide clients with clear and understandable gift illustrations.

The Office of Gift Planning at Punahou School also hosts special events for professional advisors. See Gift Planning Events for more information.
GiftLaw Pro
Charitable Tax Reference
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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Case of the Week
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. By far, Karl was most successful with real estate investments....
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Washington News
On June 21 IRS Commissioner John Koskinen spoke at the IRS Tax Policy Center Joint Research Conference in Washington. He explained that as IRS Commissioner, he is regularly asked his opinion about tax...
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Deduction Calculator
Deduction Calculator
The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Click here to access and run charitable deduction calculations for your favorite gift plan...
View Presentation
Private Letter Ruling
Decedent died on Date 1, survived by Spouse. In order for Spouse to benefit from Decedent's deceased spouse unused exemption (DSUE), Decedent's estate was required to file Form 706 within nine months...
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Article of the Month
The idea of asking donors to make a "blended gift" is an emerging trend in the world of philanthropy. A blended gift is the combination of a current gift, or a commitment to make a series of current...
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