|
|
Welcome to Pepperdine University
The Center for Estate & Gift PlanningThank you for your interest in Pepperdine University. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at Pepperdine who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.
| Weekly Article | | | | | Experience the Benefits of a Unitrust
 Bob and Carol were nearing retirement. Their children were grown and they had worked many years and built successful carreers. One of the greatest joys in their lives was gathering the family for vacations and holidays at their mountaintop cabin. More ... |
Benefits for Family and Pepperdine UniversityThere are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
 | Edward and Joyce Johnson
"Everything comes from the Lord," declares Joyce Johnson. This heartfelt belief expressed on behalf of herself and her husband of sixty-one years, Edward, refers not just to their San Marino home (since 1953), nor to the personal assets that God has blessed to their keeping, but to every aspect of their lives. More on Edward and Joyce Johnson >>. |
 | The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>. |
 | Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, Pepperdine University shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Stephanie Buckley, J.D., LL.M.
Director |
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience. |
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact stephanie.buckley@pepperdine.edu.
If you are a professional advisor, you may take the following steps on this site.
|
© Copyright 1999-2008 Crescendo Interactive, Inc.
|
|
