Supporting ‘Iolani

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Supporting ‘Iolani

‘Iolani School is grateful to its many donors and volunteers.

Caring individuals contribute to the success of ‘Iolani in countless ways. They buy tickets to major events, work a shift at the ‘Iolani Fair, volunteer with the ‘Iolani ‘Ohana parent organization, establish endowed scholarships, contribute to Annual Giving or support programs and educational needs.

‘Iolani depends on support from parents, grandparents, alumni/ae, families, friends, corporations and foundations.

Thank you for keeping the flame of learning burning brightly. 

For more information on how to support ‘Iolani contact the Office of Institutional Advancement.

Annual Giving

'Iolani's mission is to develop liberally educated, well-rounded individuals who are well prepared for college and for responsible moral citizenship. With your contribution to Annual Giving, 'Iolani continues its mission by sending graduates into the community as productive, caring, contributing citizens. Your donation lasts a lifetime.

Annual Giving is the gift you make annually to 'Iolani, usually without restriction. It is the primary source of contributed funds for the school's programs and operational expenses. Your yearly gift enables 'Iolani to function and maintain its high standards of excellence.

Our current Annual Giving year began on July 1, 2011 and ends on June 30, 2012.

3 Easy Ways to Make Your Annual Fund Gift Today!

  • Call us at: (808) 943-2256 or (808) 943-2325

  • Printable form, complete and mail to:
    Annual Giving
    'Iolani School
    563 Kamoku Street
    Honolulu, HI 96826

For more information contact Chris Shimabukuro at (808) 943-2256 or chriss [at] iolani [dot] org or Jane Heimerdinger at (808) 943-2325 or jheim [at] iolani [dot] org

'Iolani School Gift Clubs

Gift Clubs provide opportunities for leadership giving. They also afford 'Iolani School an opportunity to thank all donors who share in our vision and commitment to help maintain the best for our students.
  • Philanthropists'Circle, Lifetime Membership ($100,000 or more)
  • Benefactors' Circle ($25,000 to $99,000)
  • Founders' Circle ($10,000 to $24,999)
  • Bishop's Society ($5,000 to $9,999)
  • Governors' Club ($1,000 to $4,999)
  • Headmaster's Club ($500 to $999)
  • Century Club ($100 TO $499)
  • Friends ($1 TO $99)
  • Young Alumni Club (Classes of '06 - '10, $1 or more)

Frequently Asked Questions

Please click on the options below for more information.

What is the Annual Fund at 'Iolani School?

Tuition covers only 68% of the cost of educating each child. We make up the balance through income from our endowment and through contributions from our constituents. The fund's unrestricted nature allows 'Iolani to apply donations to best suit the school's needs.

Why is the Annual Fund important?

The proceeds from the Annual Fund go to the school's operating budget and are used immediately. They support many qualities that make 'Iolani extraordinary - including a diverse student body, wonderfully accomplished faculty, a dynamic curriculum, extensive library resources, and advanced computer technologies.

Can I direct my gift to a specific program?

Although the unrestricted fund allows 'Iolani to apply donations to where it is needed, you may designate which fund you would like your gift to apply. A few of those funds include endowment, scholarship, performing arts, visual arts, athletics, etc.

May I charge my donation?

Sure, we accept VISA, Mastercard and American Express.

Planned Giving

Please click on the options below for more information.

Bequest

'Iolani welcomes bequests which often can be provided by adding a simple codicil to an existing will or an amendment to a living trust. Bequests are attractive to donors who wish to retain control of their assets during their lifetimes and to assist 'Iolani School at a future date.

Life Insurance

Depending upon the form of the gift, life insurance provides income tax benefits and estate tax benefits or just estate tax. The donor can give 'Iolani a paid up policy.

Gifts of Securities

'Iolani often receives gifts of securities. Gifts of stock/securities are most welcome and provide the donor with benefits and can avoid a donor's capital gain and income tax.

Real Estate

'Iolani welcomes real estate transferred during a lifetime (resulting in an income tax deduction) or transferred by will resulting in an estate tax deduction. Gifts of real estate would include a personal residence, a vacation home, a farm or ranch, income producing rental property, or undeveloped land. For more information, visit Gifts of Property.

Charitable Gift Annuity

A gift annuity is a contract under which 'Iolani School, in return for a transfer of cash or other property, agrees to pay a fixed sum of money for a period measured by one or two lives. Gifts are not subject to immediate capital gains and provide donors with the security of fixed income fully guaranteed by 'Iolani School. 'Iolani offers both immediate and deferred annuities to meet the individual needs of its donors.

Charitable Remainder Trust

A charitable remainder trust provides current income for the trust's beneficiary after which the principal passes to 'Iolani. A remainder trust created in the donor's lifetime avoids immediate capital gain tax.

Charitable Lead Trust

A charitable lead trust provides current income for the school after which the principal passes to the trust beneficiary. It provides income to the school each year, usually for a fixed period of time. Thereafter, the principal passes to another generation, typically the donor's children or grandchildren at a significantly reduced gift or estate tax cost.

Gifts of Property

Please click on the options below for more information.

Real Property

'Iolani gratefully accepts gifts of real estate including a personal residence, a vacation home, a condominium, a farm or ranch, an income producing rental property, or an undeveloped land.

The donor may transfer the property to 'Iolani during his or her lifetime (resulting in an income tax deduction) or by will at the donor's death (resulting in an estate tax deduction).

Please note: you may gift your real estate to 'Iolani outright, to a Charitable Remainder Trust or by a single deed in which you retain the right to enjoy your residence for the rest of your life. By reserving a life interest, you get a current income tax deduction and avoid capital gains all the while living in your own home just as you did before you made your gift to 'Iolani.

Tangible Property

'Iolani is happy to accept gifts of fine art, jewels, and other significant items as donations.

Gifts of Securities

Securities Transferred

The easy way to transfer stock can be handled by your broker. Call Jane Heimerdinger at (808) 943-2325 or Chris Shimabukuro at (808) 943-2256 to obtain transfer information.

Matching Gift

Do you work for a company that has a matching gift program? Search the database to learn more about how you can maximize your gift to 'Iolani School.  Simply enter your company name in the box below and press "search" to see if your company will match your gift.