Accounting and finance services consists of Fiscal, Data Processing, and Information Technology. We help facilitate and enhance fundraising for the University System by providing the following services:
We hope that the information found here will help you in understanding how the Foundation can assist you in supporting the university system as well as understanding the Foundation's policies and procedures.
If you have specific questions or need more detailed information, please contact us.
- Gift Processing & Fiscal Contacts
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What Who Phone Donor and Endowment Reports
Stock GiftsAlyssa Butler 808-956-0148 Transfer of Funds
New accountsAnolani Viloria 808-956-0492 Change in Account Administrators
New Accounts
Misc Receipts (Non-Gift Income)Richard Aviles 808-956-0113 Forms
Non Resident Alien Questions
Payments (Check Requests)
Prize Acknowledgement Questions
Purchase Orders
All Other Fiscal IssuesKimberly Dilda 808-956-0269 ORS Agreements
Planned Gifts (CRUTS, CGAs, PIFs)
Real EstateTammy Fisher 808-956-0273 ONESolution Technical Assistance Christine Koo 808-956-0297 Auction Questions
Deductibility/Event Worksheet
Depositing Money into a Foundation AccountJere Nakamura 808-956-4658 HR/Benefits Rachel Foster 808-956-0276
INVESTMENT MANAGEMENT
John Han
COO & CFO
[email protected]808-956-0279
- Manage $341.4 million endowment for prudent growth.
- Manage investments related to planned giving, including charitable gift annuities and charitable remainder trust.
FISCAL SERVICES
Kara Shibata
Controller
[email protected]808-956-0392
- Administer and manage funds daily from gifts to units and campuses.
- Establish new accounts and maintain more than 6,000 separate donor accounts for UH.
- Process more than 13,000 payment requests annually.
- Provide online account status via ONESolution, the Foundation's accounting system.
- Review account disbursements to ensure they match donor designations.
GIFT/DATA PROCESSING
Jere Nakamura
Director of Gift Processing
[email protected]808-956-4658
- Record, receipt and manage more than 50,000 gifts annually.
- Process gifts via check, credit card, cash, real estate, stocks and bonds and more.
DATABASE AND REPORTING
Christine Koo
Vice President for Advancement Services and Administration
[email protected]808-956-0297
- Maintain central database with records and giving histories for more than 500,000 donors, prospective donors and alumni.
- Generate reports for authorized system and campus users.
- Maintain mailing lists and service over 500 report requests annually.