Advisor Insights: Quarterly News & Resources for Professional Advisors

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Spring 2021 Aloha Advisors, We are pleased to introduce Advisor Insights, a new charitable giving newsletter created for Hawai‘i’s professional advisor community. Each quarter, you'll receive news and strategies you can use to help your clients achieve their philanthropic and financial goals. We encourage you to share this newsletter with your colleagues and use it to spark conversations with your clients. Whether your clients are facing a liquidity event, inheriting an estate gift, or considering their own charitable legacy, you'll find smart giving solutions that bring a fresh perspective to your work. We welcome your thoughts on how we can best serve you. Please contact us with suggestions for future content or to set up a meeting to discuss these topics in more depth. You can always visit the Hawai‘i Community Foundation’s professional advisors webpage (formerly The Center) or download HCF’s Professional Advisors app for convenient and useful tools. As always, we are available to answer your questions about philanthropy or to schedule a personal meeting with you and your clients. Looking forward to connecting, Jen-L W. Lyman Director of Planned Giving & Advisor Relations Hawai‘i Community Foundation (808) 566-5596 Jlyman@hcf-hawaii.org

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