How to Complete Your Gift
Copyright © The Stelter Company, All rights reserved. The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.
A gift of life insurance allows you to make a sizeable impact on our work without diluting other assets you've earmarked for your family.
Where to Start
Contact your insurance company to arrange for assignment of ownership of the policy at its current value to The Foundations of Hawai'i Pacific Health. Then, one of three scenarios could unfold:
Did you know?
Life insurance proceeds can be apportioned among more than one beneficiary on a single policy.
Get your own free guide with tips on preparing to meet with your estate planning attorney.
For More Information
Consulting an estate-planning attorney is a smart investment that can save you and your family money and heartache in the long run. Please seek legal advice before deciding who will get what in your estate plan. Contact Jeff Pederson at 808-535-7134 or jeff.pederson@kapiolani.org if we can answer any questions you have about supporting our organization.
Getting Started | Is This Gift Right for You? | Case Study | But What About the Kids? | How to Complete Your Gift | Action Items
Jeff Pederson
Director of Planned Giving
Phone: 808-535-7134
Fax: 808-535-7111
E-mail: jeff.pederson@kapiolani.org
