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With planned giving, you can provide long-lasting support for
the University of Hawaiʻi and its students while enjoying financial benefits.

Our experienced team of estate and gift planning experts provides confidential gift planning consultation and services at no charge to donors and the professional advisor community. Our goal is to ensure that our donors receive maximum personal and financial benefits while funding their philanthropic priorities.

Allison Ohanian

Allison Ohanian

Associate Vice President

[email protected]
808-348-8369
Ellen Kazama

Ellen Kazama

Director of Estate and Gift Planning

[email protected]
808-956-0293
Dustin Borromeo

Dustin Borromeo

Associate Director of Development

[email protected]
808-956-0114
Rose Harman

Rose Harman

Gift Planning Specialist

[email protected]
808-427-8416

Resources

Sample Bequest Language

Planned Gift Intention Form

Tell Us About Your Planned Gift

IRA Rollover Fact Sheet

Sample Letter to Your IRA Administrator

Stock Transfer Instructions

Contact Us

University of Hawai‘i Foundation
Attn: Estate & Gift Planning
1810 University Avenue, Suite 300
Honolulu, HI 96822

Fax: 808-356-0318
Tax ID#: 99-0085260

Secure file transfer

Send us a brief email and we will provide you instructions to upload documents through our secure file transfer system.

Request Access

If you need to fax us documents please use our secure fax number, 808-356-0318.

Donor Stories

Bequest Intention

Scholarship to help oceanography students who ‘love the Pacific Ocean’

Fran Friend Alexander and her husband, Kirk Alexander, have endowed a scholarship that will benefit graduate students studying oceanography at UH.

Dr. Steven Nomura’s legacy lives on at JABSOM

He was the “quintessential big brother” who guided his family and quietly funded students' dreams. Now, the late Dr. Steven Nomura’s estate is making an impact at the John A. Burns School of Medicine.

Building a future where hope grows

Dr. Naoto Ueno and Miwa Ueno have announced an estate gift to the University of Hawai‘i Foundation to establish the Michiko, Miwa, and Naoto Ueno Memorial Fund, an endowed fund that will provide, into the distant future, unrestricted support for the Cancer Center’s greatest needs.

Charitable Remainder Trust

Lifelong fan makes ‘Bows part of her legacy

“I know what it’s like to be a poor kid going to school, not having enough money to do everything I wanted to do. I want to make sure these athletes have a chance to do things for fun.”

Opening Doors for Educators

“Being able to go to UH on a scholarship was a turning point in my life. For that I am deeply grateful. I want to do the same for others who are just starting out. With education, doors open. Without a university education it is very difficult to get anywhere,” said Donald Aten.

David and Elsie Shimokawa

UH alumni David and Elsie are longtime season ticket holders for basketball, baseball, and football, and have worked to provide The Game & Tunnel Experience to youth teams, schools, clubs, groups, families and eager fans of UH men's basketball.

Charitable Gift Annuity

Will Henderson

Because Will cherished his time and experience with the staff at Queen's, he wanted to create a transformational gift to benefit their children's futures. As a result, Will established two charitable gift annuities that created an endowed scholarship fund to support children of Queen's employees.

Randy and Jean Jaycox

"We want to promote science, technology, engineering and math (STEM) education, and we thought Windward was a great place to do it," said Randy Jaycox. "We believe strongly that education is the key for people to go places and do things."

Henry Renteria

Perseverance and the utmost confidence to succeed were the core values in my life decisions and professional goals, which I imparted to my students.