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ESTATE AND GIFT PLANNING


EAST-WEST LEGACY SOCIETY
Alumni and friends who support the mission of the East-West Center in their estate plans are recognized by the East-West Legacy Society.

 

Jerry and Tsue Ostermann were East-West Center grantees in the mid-'60s":   


"The Center means so much to us -- our education, our marriage, lifelong friendships -- that we want to give others the same opportunity we had to participate in the East-West Center experience. If our legacy is a contribution which will help ensure that the Center continues to meet its visionary goals, we couldn't be happier."

--Jerry and Tsue Ostermann

 

Membership in the East-West Legacy Society is conferred upon all (known) donors who take advantage of the following types of planned gifts:

  • Will or living trust
  • Life insurance policy
  • Charitable gift annuities
  • Charitable remainder trusts
  • Beneficiary designations of IRAs and retirement plans

No dues or obligations are required for memberhip. No minimum gift amount is required. As an East-West Legacy Society member, you are acknowledged (with permission) on the Honor Roll of Donors in Burns Hall and in East-West Center publications and invited to attend special events for major donors. If you have included the East-West Center in your estate plans, you can become a member by completing the membership form on-line or mailing it to the East-West Center Foundation. For more information, please contact Gary Yoshida, Development Officer, at 808.944.7196 or YoshidaG@EastWestCenter.org. Download a PDF version of the brochure. 

See a list of members of the East-West Legacy Society 


Gift of Appreciated Securities
A gift of appreciated securities such as stocks, mutual funds and bonds can provide attractive benefits. An outright gift of long-term appreciated securities (securities held for more than a year) avoids capital gains taxes and, in most cases, the donor obtains a charitable income tax deduction equal to the market value of the securities. 

Gifts Through Your Estate
You can make a gift of commerical or residential real estate to the East-West Center in two ways. In some cases, you want to give the property outright to support the purposes of the East-West Center and qualify for a charitable income tax deduction based on the appraised value of the property. In other cases, you may use a home of land you no longer want or need to fund a charitable remainder trust. All gifts of real estate must be approved by the East-West Center Foundation's Development Committee. 

Retirement Funds & Insurance

Charitable Remainder Trusts

Charitable Gift Annuity