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The Center for Estate and Gift Planning

Planned giving enables you to maximize your personal philanthropic objectives while minimizing taxes. Depending on the asset given and the gift arrangement selected, you can realize substantial benefits while supporting Pepperdine students.

Ways to Give

Fountain

Bequest

Receive an estate tax deduction by making a gift to Pepperdine through your will, trust, or retirement plan.

  School of Public Policy Students

Charitable Gift Annuity

Receive a lifetime annuity in exchange for a gift of stock, cash, or real estate.

Smiling Graduate

Charitable Gift Annuity for Home

Receive a lifetime annuity in exchange for a gift of your personal residence, second home, or vacation home.

  Natural Science Students

Charitable Remainder Trust

Sell highly appreciated stock or real estate without the recognition of capital gain taxes.

President Benton with Student

Life Estate

Lower your income taxes by deeding the remaining interest in your home to Pepperdine.

  Grad Students Working Together

Charitable Lead Trust

Transfer stock, cash, or real estate to family members with reduced or zero gift or estate taxes.

Contact Us

Curt Portzel Anissa Morse
Curt Portzel, J.D., M.T.S.

Executive Director
Phone: (310) 506-4003
Toll-free: (855) 659-5746
Fax: (310) 506-4859
curt.portzel@pepperdine.edu

Anissa Morse, J.D.
Planned Giving Officer and
Legal Counsel
Phone: (310) 506-4737
Toll-free: (855) 659-5746
Fax: (310) 506-4859
anissa.morse@pepperdine.edu