|
|
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.
| Personal Planner | Integrity and Initiative
Barbara and Allen were talking about their three children. They are empty nesters and the three children are off making their way in the world. 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.
 | Evelyn B. Blake Endowed Scholarship Pepperdine graduate, educator, mother, and homemaker Evelyn Brunet Blake was born in Downer's Grove, Illinois, in 1914. In 1920, the Brunet family traveled west by train to California and settled in the Glenairy neighborhood of Los Angeles, where Evelyn's father became a home builder and custom built their family residence. More on Evelyn B. Blake Endowed Scholarship >>. |
 | Deferred Gift Annuity Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>. |
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 1999-2010 Crescendo Interactive, Inc.
|
|