A planned gift is a gift that comes from sources other than a person’s current expendable income and is based on total assets. It is generally part of a total estate plan and may take effect during the donor’s life or after death.
The planned giving information listed here highlights basic elements. Because every person’s financial and charitable objectives differ, a plan should be customized to meet one’s specific needs. Each person should explore their planned giving options by working with a qualified attorney, certified financial planner, or other professional financial planner.
Remember, legal documents should be prepared by an attorney. Please use our legal name, Hawaii Baptist Academy, when planning a gift to us. A request for information is not considered an obligation to HBA. All communication will be held in strict confidence.
Should you have any questions or interest in a planned gift, please contact Billie Takaki Lueder ‘94, Director of Institutional Advancement.