Planned Giving

St. Francis Healthcare Foundation of Hawaii and programs such as St. Francis Hospice benefit greatly from bequests and other estate gifts we receive. We invite you to consider including St. Francis Healthcare Foundation in your will or through other gifts in your estate plan. If you’re interested in making a provision in your will or revocable trust to benefit St. Francis, please call us at 808-547-8030.

Wills and Bequests

A bequest or gift to St. Francis Healthcare Foundation in your will or living trust is a wonderful way to establish a lasting legacy for years to come. It allows you to be as generous in death as you were in life.

Life Income Gifts

A life income gift is a plan that allows you to make a contribution to St. Francis Healthcare Foundation of Hawaii and receive an income in return. Depending on the plan, the income may be fixed or variable and can go on for a lifetime, a term of years, or a combination of the two. These gifts are irrevocable once the contribution has been made. Types of life income gifts include:

A Charitable Remainder Trust provides a fixed dollar amount to the income beneficiaries.

     Benefits:

  • Fixed dollar amount for life or a term of years
  • Immediate tax deduction
  • No capital gains taxes
  • Partially tax-free income
  • Reduced probate expenses

A Charitable Remainder Unitrust pays a fixed percentage of the value of the trust fund.

     Benefits:

  • Variable payments for life
  • Receive more income as the trust’s value increases
  • Tax deduction equal to the present value at the time of transfer
  • Defer or possibly avoid capital gains tax

A Charitable Gift Annuity provides a guaranteed fixed income to the donor for life. Most annuities are funded with cash, securities or real estate.

     Benefits:

  • Fixed income for life
  • Immediate tax deduction
  • Possible reduction of capital gains taxes
  • Possible reduction in probate expenses