Investing In Community Wellbeing

Hawaii Community Foundation
Useful Tools For Professional Advisors

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Amplify the Power of Giving

According to the Philanthropic Institute, clients want their advisors to be more proactive in helping them plan their philanthropy. Many high-wealth individuals increasingly expect their advisors to be able to assist them with strategic philanthropy and to bring up the subject as part of the initial planning.

Have any questions about your client's philanthropic giving?

Contact Curtis Saiki, Vice President of Philanthropy & General Counsel
by calling 808.566.5572 or email csaiki@hcf-hawaii.org

Over the years, HCF has changed in response to the needs of the many communities by creating innovative programs and services.

Roberta Chu

— Roberta Chu Senior Vice President, Island Manager for Hawaii Island, Bank of Hawai‘i - Leadership Council Member, Hawaii Island

Professional Advisor Video Series

PA Video Series

To help professional advisors assist their clients with planning for the future, HCF has developed a video series to help address some of the most frequently addressed topics.

 

Video Series
 

Outstanding Professional Advisor in Philanthropy Awards

PA Video Series

These individuals received the Outstanding Professional Advisor in Philanthropy Award for their exemplary practice of incorporating philanthropy into their everyday work. The Hawaii Community Foundation works closely with professional advisors—including estate planning attorneys, accountants and financial consultants—to help their clients fulfill their philanthropic goals.

See All the Recent Awardees
 

Online Tools for Professional Advisors

GiftLaw Pro
GiftLaw Pro is a comprehensive charitable giving and tax information service. It is included with Crescendo Pro, Crescendo Estate and Crescendo Lite. Just one click moves the user into an extraordinarily comprehensive, yet user-friendly gift planning reference.

Other Useful Online Tools

Gift Instrument Forms

Planned Gifts Calculator

Estate Planning

Deduction Calculator

HCF Testamentary Language

 

Asking the Charitable Question

Ask the Charitable Question

Why should you talk to your clients about charitable giving?

According to the Philanthropic Institute, clients want their advisors to be more proactive in helping them plan their philanthropy. Many high-wealth individuals increasingly expect their advisors to be able to assist them with strategic philanthropy and to bring up the subject as part of the initial planning.

We have also found that when professional advisors work with clients to personalize their charitable giving, it strengthens and extends the client relationship.

Here are some questions that professional advisors have used with success:

  • Beyond family and business, what is most important to you?
  • Have you ever considered what kind of personal legacy you want to leave?
  • Do you currently volunteer for or financially support any charitable organizations?
  • When you think about the challenges facing your community, what are your major concerns?
  • In the future, how do you want to be remembered by the community? By your family?
 

HCF Events for Professional Advisors

More information coming soon.