A thoughtful gift and estate plan can help satisfy personal financial-planning needs and allow you to maintain control of your assets, while providing Punahou with important long-term support. Life income gifts provide income for you today and support for Punahou tomorrow. More than that, planned gifts like these reflect your values and your dreams for Punahou’s future.
The School aims to raise $35 million of the total $175 million goal, across its various priorities, in the form of planned gifts.
What can I give other than cash savings?
Punahou School utilizes the charitable gift services of BNY Mellon Wealth Management to manage and invest its planned giving assets. BNY Mellon is a global financial services company with $28.5 trillion in assets under custody and administration and $1.6 trillion in assets under management. BNY Mellon’s accolades include:
- Named “Top U.S. Private Bank” by Family Wealth Report in 2016
- Ranked the 8th Largest U.S. Wealth Manager by Barron’s in 2016
- Named “Best Private Bank in North America” by Global Finance magazine in 2015
- Named “World’s Best Global Custody Bank” in 2014
- Named “World’s Safest Bank” in 2014
With 80 percent of the Fortune 500 as its clients, BNY Mellon is an excellent partner for Punahou.
BNY Mellon’s Planned Giving Group is dedicated to the investment of Punahou’s planned giving assets, employing socially responsible investment solutions and strategic asset allocation to address Punahou’s long-term institutional goals as well as the current income needs of its donors.
Disclaimer: Punahou School cannot render legal, accounting or other professional service or advice.