AVENUES FOR GIVING

OUTRIGHT GIFTS

An outright gift is one that has an immediate benefit to the UH and its Centennial Campaign. Cash, real estate, securities, and other assets can be given outright. You may specify what you would like your gift to support or choose to designate your gift to the "Fund for Excellence," which supports the student callers who work to raise private gifts on behalf of the 10 campuses of the UH System.

Cash

Cash gifts are an excellent way of supporting the Centennial Campaign for the University of Hawaiʻi. Cash gifts include checks, drafts, and money orders. If your gift is mailed to the Foundation before the end of the calendar year and you itemize when doing your taxes, you’re eligible for an income tax deduction for that year. Gifts of cash are deductible for up to 50% of your adjusted gross income. Cash contributions that exceed the deduction limit may be carried over and deducted in the following five tax years.

For more information, contact Travis Gray, Senior Director of Annual Programs and community colleges, at 808-956-8769. Or send email to Travis.

Payroll Deductions

University of Hawaiʻi employees may also choose to make gifts via payroll deductions. Please see your Human Resources/Payroll Office for a salary assignment form. Send completed forms to the UH Foundation, PO Box 11270, Honolulu, HI 96828-0270, Attn: Data Processing.

Real Estate

Almost any marketable real estate may be contributed to the Foundation, provided the property is unencumbered. Real estate accepted outright by the Foundation is immediately sold so the proceeds can benefit the university’s students, faculty, and programs.

A gift of real estate may entitle you to a charitable deduction of the full fair market value of the property. For gifts of long-term, appreciated real estate the deduction limit is 30% of adjusted gross income with a five-year carry-over period for the excess. You can also bypass capital gains tax on the property. 

Our real estate committee would be happy to consider a gift of a home, vacation property, land, rental property, or other real estate in support of the Centennial Campaign for the University of Hawaiʻi.

To learn more, please visit the Estate and Gift Planning webpages. To contact Lani Starkey, Director of Estate and Gift Planning, call 808-956-8034, or send email to Lani.

Securities

You may donate stocks and bonds to the Foundation.

Long-term, appreciated securities are those you’ve owned for more than one year and have increased in value. Such a gift would entitle you to a federal income tax deduction for the full fair market value of the securities on the date of the gift, up to a maximum deduction of 30% of your adjusted gross income for the year if you itemize deductions.

Short-term securities are those you’ve held for less than one year. If you itemize, you will be entitled to a federal income tax deduction for only the purchase price of the securities.

Depreciated securities are those that have declined in value since you bought them. To gain maximum tax benefits from the gift, the Foundation suggests that the donor sell these, take the tax loss, and donate the cash proceeds.

To make a gift of stock to the University of Hawaiʻi Foundation to benefit the University of Hawaiʻi, please instruct your broker to transfer the stock to:

Merrill Lynch
Attn: Carolyn Lee
Pauahi Tower Penthouse
1001 Bishop Street
Honolulu, Hawaiʻi 96813
DTC 5198
Account name: University of Hawaiʻi Foundation (Account #20M-04015)

In the instructions to Merrill Lynch, please ask your broker to mention the name of the stock, the number of shares being transferred, and any special instructions for the use of the gift (specific program or unit, President’s Club membership, unrestricted gift, special scholarship, etc.). Also send a copy of these instructions to Ana Garcia, Controller, UH Foundation, P.O. Box 11270, Honolulu, Hawaiʻi 96828, or fax them to 808-956-9786, so that your gift can be properly credited and acknowledged.

To learn more, please visit the Estate and Gift Planning webpages. To contact Lani Starkey, Director of Estate and Gift Planning, call 808-956-8034, or send email to Lani.

Other Assets

Please contact Lani Starkey, Director of Estate and Gift Planning, at 808-956-8034, if you would like information on outright gifts of other assets. Or send email to Lani.

A small portion of all gifts to the University of Hawaiʻi Foundation is used to defray the cost of administering and raising private funds for the University of Hawaiʻi.