Do you have questions about estate planning? Planned giving? Your will? Each month, we feature new articles and interactive features. We also share news about the charitable endowments under the umbrella of Hindu Heritage Endowment. Read more.
The Subramuniya Kottam Fund, fund #15, supports a children's school, a Tiruvadi shrine and the Shanti Lingam Temple
End-of-Year Planning Checklist
Don’t Forget These Important Actions
With this year’s challenges and accomplishments still fresh in your mind, now is a good time to review your estate and financial plans. To help you in this process, we have constructed the following checklist of actions for you to go over as the end of the year rolls closer.
Review your current will and trusts. These may need to be updated because of major changes in your life, such as births, deaths, marriages or a move to a different state.
Review the beneficiary designations for your life insurance and retirement plans to make sure your beneficiary isn’t someone who is now deceased or a former spouse.
Make sure your durable power of attorney for health care and living will are current. These medical documents should be updated and on file with family members and health care providers. Discuss decisions regarding anatomical gifts with your family.
Take inventory and make a written record of the contents of any safe-deposit box. Give a copy to a trusted family member and note any items you are holding for someone else that don’t belong to you.
Name designated heirs to receive bank account proceeds at your death.
Be sure you are comfortable with the guardian named in your will for those under your care, such as minor children or a loved one who is disabled.
Make donations in honor of loved ones as meaningful holiday gifts. They can even result in tax benefits. Visit www.hheonline.org or contact us to learn more.
If you are interested in supporting Hindu Heritage Endowment with a tax-wise gift this year or through your estate, please contact us. We can help you find the right gift for you.
Don’t have an estate plan? Get started by visiting www.hheonline.org and clicking on “Gift Planning.”
How You Benefit From Your Generosity
When you donate to Hindu Heritage Endowment this year, depending on the gift arrangements you choose, you can:
Interested in helping Hindu Heritage Endowment with our mission but feel overwhelmed by the thought of writing another check or giving up your assets today? A simple, flexible and versatile way to ensure we can continue our work for years to come is a gift in your will or living trust, known as a charitable bequest.
When you are looking for ways to help Hindu Heritage Endowment with our mission, you shouldn't feel like you are choosing between your philanthropic goals and financial security. One gift that allows you to support HHE's work while receiving fixed payments for life is a charitable gift annuity.
Hindu Heritage Endowment
107 Kaholalele Road, Kapaa Hawaii 96746 United States