Have you thought about what you will leave behind?
Would you like to help ensure that the traditions and values inherited from the issei generation carry on through the future?
How can you maximize your resources to create lasting impact?
The Japanese Cultural Center of Hawai‘i welcomes you to learn about financial strategies that can help you make a transformational gift—a gift that represents your core values and creates long-term, meaningful support.
Financial Advisor Daniel DeSouza will walk us through a variety of strategies—from simple to more complex tools—that can help you achieve your financial goals while enabling you to make an enduring gift that will benefit you, your loved ones and the community you love.
In this presentation we’ll address questions such as:
- What assets should I gift? Cash, stock, property or other?
- I live on a fixed income. What options can I consider for making a philanthropic gift?
- Based on my tax bracket and deduction, what strategies are right for me?
- Can I maintain control over my donations? Is there a way to support both my family and my favorite charities?
We’ll also discuss strategies for those over 70 years old, including how to leverage your retirement accounts with a Qualified Charitable Distribution (QCD). In addition, we will discuss how the Secure 2.0 Act enabled the Legacy IRA—an IRA-funded Charitable Gift Annuity (CGA)—and how it can benefit you.
Please join us for an informative discussion!
The ʻOhana Room at the JCCH is located on the fifth floor,
next to the Generations Ballroom.
Complimentary Continental Breakfast will be served. Registration is required to attend.
Daniel DeSouza, Financial Advisor, Morgan Stanley Wealth Management
Daniel DeSouza provides comprehensive wealth management services to high-net-worth individuals and families. As a CAIA charter holder and Alternative Investments Director, he leverages alternative assets to help create more progressive and diversified solutions for clients when appropriate. He has been recognized as a member of Morgan Stanley's Pacesetter's Club since 2022.
Daniel is a graduate of the University of Pennsylvania's Lauder Program with an MBA from Wharton and a MA in International Studies. He is a CFA charter holder, Certified Financial Planner (CFP), and holds Series 7, 63, 66 and Hawai‘i insurance licenses.
Daniel and his wife, Jenna Teruya, are parents to Arisa (5), Nico (3), and Dawson (3 months). He enjoys golf, tennis, and yoga.