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Just as the ancient Hawaiian practice of ahupua‘a provided for the community in perpetuity through careful management of its resources, so will your charitable gift to the Pohai Nani “mind body spirit” campaign provide for the current and future well being of our adult population. Thanks to your understanding and generosity, Pohai Nani and its Fitness Center will stand out as a leader in championing the rights of mature adults to live out their lives to the fullest.
Contact InformationFor more information, including a no-obligation calculation of your POHAI NANI Charitable Gift Annuity, please contact Luann Foos, POHAI NANI’s Executive Director, 808-247-6211.
- If I choose to leave a bequest in my will or through my revocable living trust to POHAI NANI, do I have to specify an exact amount?
- Can I specify in my will what I want my bequest to be used for?
- What language may I use in my will or trust to make provisions for POHAI NANI?
Q: If I choose to leave a bequest in my will or through my revocable living trust to POHAI NANI, do I have to specify an exact amount?
A: No. While you may of course make a specific bequest to POHAI NANI in your will or in your revocable living trust in a specified sum, you may also choose to leave POHAI NANI a percentage of your estate or trust.
Q: Can I specify in my will what I want my bequest to be used for?
A: Just as you can when establishing a Designated Fund or Endowment with POHAI NANI during your lifetime, you may restrict your bequest from your will or revocable living trust for a particular program or service of POHAI NANI and direct that the gift be named in your memory and/or in honor of others you select.
Q: What language may I use in my will or trust to make provisions for POHAI NANI?
A. For a specific bequest – I give and bequeath unto POHAI NANI the sum of $___ to be used for its general charitable purposes.
B. For a residuary bequest – I give and bequeath ______ % of my residuary estate to POHAI NANI to be used for its general charitable purposes.
C. For a designated or endowed bequest – I give and bequeath unto POHAI NANI [the sum of $_____)/ (___% of my residuary estate) to be used by it for (state designation or purpose). In the event the purpose for which this bequest has been designated or restricted can no longer be accomplished, I direct that it be used by POHAI NANI for such similar charitable purposes as it shall determine.
D. For a named fund – I give and bequeath unto POHAI NANI (the sum of $___)/(___% of my residuary estate) to establish the {NAME} Fund (in honor of _____)/ (in memory of ______), an endowment fund without restriction to be used by it for its general charitable purposes.
