Make an impact while planning for your future
Everybody needs an estate plan
Whether you’re 18 or 108, everyone should have an estate plan. An estate plan can protect your assets during your lifetime, direct who will receive them after your passing, and provide guidance to loved ones and healthcare professionals in the event you cannot speak for yourself.
Through a will, revocable living trust or beneficiary designation, many people also choose to leave a part of their estate to Punahou School out of gratitude for the role it played in their lives. It reflects their values and honors the relationships and impact made possible by their Punahou experience.
Why include a gift to Punahou in your will?
Why notify Punahou of my gift?
Common gifted assets in wills and trusts
- Financial accounts
- Real estate
- Vehicles
- Brokerage accounts
- Crypto and NFTs
- Personal property
Popular resources
Notice of Your Gift form
Notice of Your Gift formSample bequest language for your will or trust
This language may help you and your attorney as you consider a gift that will meet your financial and personal goals.
We are children of Ka Punahou, the new spring.
From under the hala tree, we weave a mat that seats many, our home to dream and discover our purpose and kuleana to Hawaiʻi and the world.
Frequently Asked Questions
Yes! Gifts of any size are deeply appreciated. Many people choose to leave a percentage of their estate, which scales up or down with your estate size.
Yes! Knowing in advance about your intentions is quite helpful to our staff, but you are always welcome to be anonymous and we will not include your name in our annual philanthropy reports.
We understand that circumstances change and so, your bequest or beneficiary designation is considered revocable. You continue to enjoy the use and benefit of your assets during your lifetime and may change the amount and direction of your gift at any time. We simply ask that you notify us in writing if you make a change to your plan.
No, we have a Legacy Donor Recognition form that you can use to confirm your bequest intention.
Yes! Any planned gift can be counted for the next reunion provided the confirmation is made within the 5-year period immediately preceding your reunion year.
Yes! FreeWill will never share your personal information without your permission.
We’re here to help you meet your goals!
Our team would be happy to speak with you in confidence about your giving goals, with no obligation.
Name: Carrie Ogami, JD
Title :Director of Gift Planning
Phone: 808.944.5845
Email: cogami@punahou.edu
Already included us in your estate plan? Let us know
More ways to make an impact
Beneficiary designations
Gifting assets not covered by your will — like 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.
Popular tax-smart gifts
Many people are increasingly choosing to give non-cash assets, so they can have a bigger impact at less cost to them.
Gifts that pay you back
Give assets while providing yourself or others with income for a period of time or distributions at a later date.