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Welcome to Pepperdine University
The Center for Estate & Gift Planning

Thank 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.


IRA Gift Video

Click here to learn more.


Benefits for Family and Pepperdine University

There 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.

Major IRA Gift
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>.


Gift Annuity
Mrs. Carol Whalin ('61) belongs to a "Pepperdine Family." She attended George Pepperdine College (GPC) in the late 1950s along with her sister and brother-in-law. More on Gift Annuity >>.


Cynthia Wright
Eclectic antiques line the living room walls. Each piece has a story, each memory a connection to a life filled with adventure. The living room leads to a garden that overflows with flowers from around the world. More on Cynthia Wright >>.


The Ramirez Scholarship Fund
Bill and DeAnna Ramirez know firsthand that hard work pays off. With their two daughters Amanda and Madisenne, Bill and DeAnna are enjoying the fruits of their hard work with the help of a charitable remainder trust (CRT) with Pepperdine University. More on The Ramirez Scholarship Fund >>.

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.


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