The Center for Estate and Gift Planning
Charitable Gift Annuities
Frequently Asked Questions:
What is a Charitable Gift Annuity?
Where can I find more information about Charitable Gift Annuities?
How can I easily calculate my Charitable Gift Annuity rates?
How do I contact Pepperdine if I am interested in Charitable Gift Annuities?
What is a Charitable Gift Annuity?
A Charitable Gift Annuity is a simple agreement between a donor and the University. Pepperdine agrees to pay a lifetime annuity in exchange for a charitable gift. The amount of the annual fixed payment is generally determined by the age of the beneficiary.
Charitable Gift Annuities may also be structured to defer income until a future date. Appropriately, these gifts are considered by many to be an excellent retirement planning vehicle; because income is deferred until a later date, the annuity amount is greatly increased. The donor also receives a larger charitable deduction with a deferred Gift Annuity (as opposed to a current Gift Annuity).
Where can I find more information about Charitable Gift Annuities?
The March 2005 issue of The Rising Tide is focussed on Charitable Gift Annuities. The newsletter includes a comprehensive article on CGAs, as well as some interesting facts about the benefits of creating a CGA with Pepperdine University.
Read about Earl and Margaret Leake, two former school teachers who experienced the joy of supporting Pepperdine students and received the financial benefits of creating Charitable Gift Annuity with the University.
How can I easily calculate my Charitable Gift Annuity rates?
Visit the Center for Estate and Gift Planning's Charitable Gift Annuity Calculator to calculate your Charitable Gift Annuity rate*.
*These calculations are provided solely for educational purposes and are not professional tax or legal advice. Individuals should consult a qualified professional advisor about their specific situation.
I am interested in creating a Charitable Gift Annuity with Pepperdine University. What should I do now?
If you would like to receive more information about creating a Charitable Gift Annuity with Pepperdine University, please email Paul Martello, Marketing Coordinator for the Center for Estate and Gift Planning.
If you would like to speak with an estate planning professional, please contact our office at:
Pepperdine University
The Center for Estate and Gift Planning
24255 Pacific Coast Highway
Malibu, CA 90263-4893
Phone: 310-506-4893
Fax: 310-506-4859
E-mail: stephanie.buckley@pepperdine.edu
