Planned Giving

Make a Significant Gift for Hawaii’s Teachers

If you desire to make a greater impact and support Hawaii’s teachers in a more significant way, we invite you to consider charitable giving to the Hawaii Education Association through your estate plan.

Estate planning is a very important strategy to minimize estate taxes while maximizing the transfer of wealth to your beneficiaries. A good estate plan can preserve both of those objectives while also taking care of your favorite charity, sometimes allowing you to see your contribution in action during your lifetime!

We invite you to join us for our upcoming Planned Giving Seminars to learn about philanthropic options such as bequests, charitable gift annuities, charitable remainder trusts, and more.

Update or Create Your Charitable Estate Plan with Our Professional Partners

The Hawaii Education Association is pleased to partner with trusted service providers who are experienced in helping donors achieve their philanthropic and financial goals.

Learn More About Planned Giving

We hope that you will join us at one of our upcoming virtual seminars to learn more about ways to give. These options are available
whether you are interested in updating an existing estate plan or you are setting up an estate plan for the first time.

Charitable Giving Options for the Hawaii Education Association

Presented by Occidental Underwriters & Pacific Financial Group

Find out how leaving a legacy can help you support Hawaii’s teachers and the future of education, create income tax and estate tax benefits, and take care of your beneficiaries. Topics Covered:Approaches to Giving, Basic Gifting Strategies, Advanced Gifting Strategies, Trusts

Thursday, July 15

5:30 p.m. - 6:30 p.m.

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This seminar will also be held on Monday, November 8

Enhance Your Charitable Legacy Using Life Insurance

Present by Equitable

Explore how you can leverage your charitable donations to benefit Hawaii’s teachers and the future of education, and the important role life insurance can play in creating a successful charitable plan. Topics Covered: Donations, Life Insurance, Tax Planning, Trusts

Wednesday, September 8

5:30 p.m. - 6:30 p.m.

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Charity Starts at Home: Planning Strategies for Charitable Clients

Presented by Raymond James

Learn more about how you can start your charitable planning and discover the estate planning techniques that will work best for you. Topics Covered: Donor Advised Funds, Private Foundations, Tax Planning, Trusts

Thursday, October 7

5:30 p.m. - 6:00 p.m.

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