Through our Planned Giving Program, a Legacy Gift enables donors to continue their support in perpetuity with a gift to The Caregiver Foundation Pulama Aloha fund.  Your gift to The Caregiver Foundation goes beyond our day-to-day operational needs. It develops long-term funding strategies for the application of Pulama Aloha funds and helps cement the work of The Caregiver Foundation for generations to come.

Retirement plan/IRA
If you are planning to include a gift to The Caregiver Foundation in your estate planning, you may find it useful to name The Caregiver Foundation to receive IRA proceeds while leaving other assets to your heirs.  These proceeds may be subject to both estate and income taxes.  IRA and retirement plan proceeds payable to The Caregiver Foundation are not subject to estate and income taxes.

Life Insurance
Gifts of life insurance provide a convenient and affordable way for you to make a substantial future gift with a modest contribution while also reducing your income taxes.  When you make The Caregiver Foundation the owner and irrevocable beneficiary of a life insurance policy, you may enjoy tax benefits, including charitable income tax deductions for any premiums that you may pay in the future.

Charitable Remainder Trusts or Unitrust
A custom-designed and individually managed trust enable you to retain a fixed or variable income while claiming a current income tax deduction.

Charitable Lead Trusts
A charitable lead trust pays income to our organization first, then returns the remaining assets to you, your family or other designations.  The lead trust generates immediate tax savings for you.

Wills and Trusts
A bequest through a will or trust arrangement is the most common form of a Legacy Gift.  When earmarked for The Caregiver Foundation, you can be confident that your gift will provide support to the community for generations.

Real Estate Property
You may contribute the property you own, retain the right to enjoy your property for your lifetime and receive a tax deduction in the year the gift is arranged.  Property gifts require prior approval of The Caregiver Foundation.

Gifts of Stock Securities
Appreciated publicly-traded securities offer a desirable way to make a contribution and avoid taxes.  Gifts of closely-held securities require the prior approval of The Caregiver Foundation.

Charitable Gift Annuities
A significant gift of cash or appreciated securities provides you with favorable fixed annuity payments for life.  Annuities are designed for individuals or couples, providing payouts for as long as either one survives.

For more information, please contact Gary A. Powell at (808)625-3782 or email gary@thecaregiverfoundation.org.