Our Mission

We help people make a difference by inspiring the spirit of giving and by investing in people and solutions to benefit every island community.

Our Vision

We want to live in a Hawai‘i where people care about each other, our natural resources and diverse island cultures…a place where people’s ideas, initiative and generosity support thriving, responsible communities.

Home » For Professional Advisors » Tools for Professional Advisors

Tools for Professional Advisors

Hawai‘i Community Foundation wants to provide you with useful information and tools that you can use to faciliate your clients' charitable giving.

Tools to Assist Your Clients with Giving

Guide to Planned Giving

This Guide provides a basic overview of the most common planned giving tools. It can be printed and provided to your clients to be used as a general reference.

Estate Planning Goals Checklist

This checklist helps your client prioritize their estate planning goals. Use it in connection with your own questionnaire.

Giving Through Hawai‘i Community Foundation

Testamentary Language

Sample Gift Instruments

Comparison of Support Organization, Donor Advised Fund & Private Foundation

Converting a Private Foundation to a Donor Advised Fund

Converting a Private Foundation to a Donor Advised Fund FAQs

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