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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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YOUR CLIENTS CAN CREATE A SCHOLARSHIP FUND WITH THEIR REQUIRED MINIMUM DISTRIBUTIONS
Do you have clients that are 70 and a half years old with a passion to help Hawai‘i students achieve their educational goals and dreams? Learn how your clients can turn their retirement savings into a meaningful gift to support students by establishing a scholarship fund or contributing to an existing scholarship like the Stronger Together Hawai‘i Scholarship Fund. READ MORE
ADVISOR HIGHLIGHT: KINDNESS BRINGS KINDNESS
Thanks to the assistance of Bryce T. Miyamoto, Vice President & Insurance Specialist at Bankoh Investment Services, Inc., a first-generation college student will be attending a local community college this year with the help of his client’s “Go for It!” scholarship fund at the Hawai‘i Community Foundation. READ MORE
Visit the Hawai‘i Community Foundation’s professional advisors webpage (formerly named The Center) or download HCF’s Professional Advisors app for useful tools and tips to help you better serve your clients.
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