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The Center for Estate and Gift Planning

Gerald A. Sheppard Leadership Circle

The PEPNET LEADERSHIP CIRCLE was formed in 2000 to honor those members who, through their efforts, have encouraged and facilitated a major gift from their clients in support of Pepperdine University.

On October 17, 2002, a special ceremony took place at the Northern Chapter meeting naming the PEPNET Leadership Circle the GERALD A. SHEPPARD LEADERSHIP CIRCLE, in honor of a recently departed dear friend and colleague Gerald Sheppard.   His wife, Margaret (Maggie) Sheppard and daughter Alesen were present at the meeting for the ceremonial announcement.

The GERALD A. SHEPPARD LEADERSHIP CIRCLE is comprised of the following distinguished PEPNET members:

Member/Company Gift Vehicle
K. Andrea Clark
Marincovich & Company Accountancy Corporation
Charitable Remainder Unitrust
Donald A. Hunsberger
Donald A. Hunsberger, Attorney at Law
Charitable Remainder Unitrust
Carl J. Lambert
Lambert Investments, Inc.
Charitable Annuities
Andrew P. Marincovich
Marincovich & Company Accountancy Corporation
Charitable Remainder Unitrust
Erin L. Prouty
Hoffman, Sabban & Wantenmaker
Flip Charitable Remainder Unitrust
Brian C. Rees
A.G. Edwards & Sons, Inc.
Charitable Remainder Unitrust
Claudia B. Sangster
Harris myCFO, Inc.
Donor Advised Fund
Merilyn M. Steele
Cummins & White, LLP
Testamentary Charitable Lead Trust
Cedric L. Watkins II
TWG & Associates, LLC
Bequests