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

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.

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

  • 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.

Fast Facts

Strategic Grantmaking:

  • Resource on philanthropy and community investing
  • $39 million in community grants supporting all fields, geographic areas and populations, including $5 million in scholarships
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