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The Center for Estate and Gift Planning

Bequest Gifts

A bequest can be a specific dollar amount, a percentage of your estate, or a specific asset(s) given to Pepperdine in support of its various programs and endeavors after your lifetime. A bequest may also be a gift of the remaining assets of your estate. Bequests can be designated for many purposes, such as scholarships, or given without restriction.

 

Bequest to Pepperdine

Make a gift to Pepperdine through will, trust, or retirement plan

Maintain control during lifetime

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Charitable Deduction

Estate tax deduction may reduce or eliminate estate taxes

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Living Legacy

May designate program, school, or scholarship

Strengthen lives for purpose, service, and leadership

 

Contact Us

Phone

Toll Free

E-mail

(310) 506-4893

(855) 659-5746

curt.portzel@pepperdine.edu

SUMMARY

  • Make a gift to Pepperdine through your will, trust, or retirement plan.
  • Maintain control of your assets during your lifetime.
  • Receive a charitable estate tax deduction that may reduce or eliminate estate taxes.
  • Designate your gift for a specific program, school, or scholarship.
  • Create a permanent legacy for Pepperdine University, its faculty, and students.

TAX BENEFITS

  • Receive an estate tax charitable deduction for the value of your gift to Pepperdine.
  • This deduction may offset estate taxes owed upon your death.
  • A bequest of an IRA or retirement asset may save both estate and income taxes.

TYPES OF BEQUESTS

  • Specific Bequests are used to make gifts of a certain dollar amount or specific assets, such as stock, real estate, or personal property.
  • Contingent Bequests will result in gifts to Pepperdine University only in the event of the death of other beneficiaries or the fulfillment of certain conditions described in your estate plan.

ESTABLISH A LEGACY AT PEPPERDINE

  • By making a bequest, you will establish a legacy for Pepperdine, its faculty, and students.
  • At your request, your gift may be unrestricted or designated to a particular cause or program that you want to support.
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