By donating long-term appreciated assets, you generally avoid paying capital gains tax and can claim a tax deduction for the full fair market value. It's truly a win-win that lets you give up to 20% more!

How to Make a Transfer

Donating Appreciated Securities (Stocks, Bonds, Mutual Funds)

Gifting appreciated securities is an easy and tax-efficient way to make a significant gift to the Wiliwili Foundation. By donating appreciated stock, you may avoid capital gains taxes and receive an income tax deduction for the fair market value of the shares.

STEP ONE:

Notify us of your stock gift, including the ticker symbol and number of shares, as well as your gift intent.

In many cases, electronic stock donations do not come with donor data. Providing this information in advance will help our team properly identify and acknowledge your generous gift.

STEP TWO:

To notify us or if you have any questions, please contact

Koana Laimana, Founder & CEO

Koana@wiliwili.org

808 . 752 . 3790

The security you wish to donate can be electronically transferred directly to the Wiliwili Foundation's account using the information below:

Advisor Information

Custodian: Raymond James & Associates

DTC # 0725

Account Name Wiliwili Foundation Account

Account Number 1698R916

FAQs

  • By donating the asset directly, you generally avoid paying the capital gains tax you would owe if you sold the asset first. This means more of your money goes to the mission!

  • You can typically claim a tax deduction for the full fair market value of the asset on the day of your donation (if you itemize).

  • By avoiding taxes, you are essentially able to make a larger, more impactful donation than if you gave an equivalent amount in cash.

  • Your tax-smart gift provides unrestricted and project-specific grants that empower local non-profits across our four focus areas:

    • Land Sustainability: Funding for organizations engaged in ecological restoration, native plant conservation, and sustainable agriculture, helping to nurture our 'āina. This includes support for groups working to save native species like the Wiliwili tree.

    • Culture & Arts: Support for programs that sustain traditional Hawaiian arts, hula, ʻōlelo Hawaiʻi (Hawaiian language), and creative initiatives that galvanize the next generation of storytellers.

    • Education: Grants for programs that provide resources for knowledge-based learning, including Hawaiian immersion schools and culturally-grounded after-school programs, empowering future community leaders.

Retirement Plan Assets

To designate the Wiliwili Foundation as a beneficiary of your retirement account, simply contact your plan administrator or retirement account company (e.g., Fidelity, Vanguard, etc.) and request a Beneficiary Designation Form.

  • Specify Wiliwili Foundation and our mailing address [Insert Wiliwili Foundation's Full Mailing Address] as the beneficiary.

  • You may designate us as a full, partial, or contingent beneficiary.

Benefit: Designating the Foundation may save your heirs significant taxes, as these assets can be heavily taxed when passed to individuals.