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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 September 24, 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
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and...
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Washington News
As recovery efforts continue in Florida and Georgia for the devastated areas affected by Hurricane Irma, the IRS has expanded its relief plans. In IR-2017-155, 156 and 157, the Service authorized new...
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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
Organization applied for tax exempt status under Sec. 501(c)(3). Organization's Articles of Incorporation state that it was organized exclusively for charitable, educational and professional,...
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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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