We would be honored to welcome you as a member of the Legacy Society. Through your support and friendship, you demonstrate that you are part of the Pacific Buddhist Academy family. For this we are deeply grateful.
The Legacy Society was established to ensure that PBA’s vision and mission are projected to future generations. The Society was created for individuals and families who have already chosen or who plan to leave a legacy to PBA through bequests, retirement plans, charitable trusts, and other planned gift options.
To learn more about the Legacy Society, we encourage you to talk with your family or financial advisers, and Advancement Director Rüdiger “Rudy” Rückmann at (808) 532-2649 or firstname.lastname@example.org
Planned gifts of any and all sizes to Pacific Buddhist Academy are welcome, and there are many ways to leave a lasting gift.
Beneficiary of Your Will
A common way to leave a legacy gift is to name Pacific Buddhist Academy as a beneficiary of your will. For sample language, please click here.
Transfer of Assets
You may also leave a gift through a simple transfer of assets. All that is usually required is for you to contact your bank or financial service provider and complete a simple form. Examples include naming Pacific Buddhist Academy as a beneficiary of life insurance policies, retirement plan accounts, trusts or transfers of stock.
In addition to leaving a lasting legacy to PBA, you and your loved ones may also realize substantial tax benefits either during your lifetime or through your estate, depending on the gift method chosen.
Donate Your IRA Rollover
Another way to support PBA is through an IRA charitable rollover. Individuals aged 70.5 and older can make direct transfers totaling up to $100,000 per year to 501(c)3 non-profit organizations without having to count the transfers as income for federal income tax purposes. This applies to your mandatory minimum IRA distributions, as well as any other gift from your IRA to PBA. Our Taxpayer Identification: #04-3660909.
Additional Ways to Give
To learn more about the ways you can make a legacy gift that benefits your estate and makes a lasting impact generations of peacemakers, please contact Rudy at (808) 532-2649, ext. 209, or email@example.com
As tax laws continue to change, please confer with your personal tax advisors in considering these options.
Thank you so much for providing for the continued work of generations of young leaders in the service of peace. Please click here (PDF) to view our reply card. Please email this reply card to our Advancement Office at firstname.lastname@example.org or print and mail it to:
Pacific Buddhist Academy
Attn: Advancement Office
1754 Lusitana Street
Honolulu, HI 96813
Depending on the type of gift, you may receive substantial deductions during your lifetime and/or for your estate. For example, retirement plans are subject to heavy estate taxes. Naming PBA as a beneficiary of your plan allows you to provide your friends and family with a share of your estate without this burden.
Yes, if you are thinking about estate planning then you can certainly make a planned gift to PBA. Every gift is meaningful. Our Advancement Office can confidentially help you navigate through your plans.
If you prefer not to have PBA list your name as a Legacy Society member, we will list you as Anonymous.
Legacy Society Member Benefits
In addition to tax benefits some gifts provide, when you notify PBA that you have named us as a beneficiary, we will immediately welcome you as a Legacy Society member. You will receive:
- Invitations to Pacific Buddhist Academy events such as the Lighting Our Way Banquet and Taiko Festival
- Updates on the future of our school
- Information on relevant legislation about charitable gift planning