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
BEQUESTReceive an estate tax deduction by making a gift to Pepperdine through your will, trust, or retirement plan. |
CHARITABLE GIFT ANNUITYReceive a lifetime annuity in exchange for a gift of stock, cash, or real estate. |
|
CHARITABLE GIFT ANNUITY FOR HOMEReceive a lifetime annuity in exchange for a gift of your personal residence, second home, or vacation home. |
CHARITABLE REMAINDER TRUSTSell highly appreciated stock or real estate without the recognition of capital gain taxes. |
|
LIFE ESTATELower your income taxes by deeding the remaining interest in your home to Pepperdine. |
CHARITABLE LEAD TRUSTTransfer stock, cash, or real estate to family members with reduced or zero gift or estate taxes. |
Contact Us
 |
 |
|
Curt Portzel, J.D., M.T.S.Executive Director |
Thomas Caldwell, J.D., MBAPlanned Giving Officer and Legal Counsel |
