Planned Giving

For Professional Advisors

As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our friends and donors.

We understand that financial, philanthropic and estate goals are unique to the individual. For this reason we welcome the opportunity to assist as you incorporate your clients’ philanthropic objectives into well-crafted estate plans. Furthermore, we encourage prospective donors to consult with their professional advisors before making decisions based on information we provide.

Please feel free to contact us directly for information or assistance on a confidential basis.

Legal Name: First Presbyterian Church of Honolulu

Incorporated in: Kaneohe, HI

Broker Contact:
Susanne M. Millard, CAIA, CIMA
UBS Financial Services - The Kikawa Group
Vice President - Investments
733 Bishop Street, Suite 1600
Honolulu, HI 96813-4068
Phone: 808-526-6983
Email: susanne.pearce@ubs.com

Donate to the account of:
General Fund
Capital Campaign

Church:
First Presbyterian Church of Honolulu
45-550 Kionaole Road
Kaneohe, HI 96744

Attention name: Susanne M. Millard, CAIA, CIMA