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The Center for Estate and Gift Planning

PEPNET Planning Resources and Research Sites

Planning Resources

As a PEPNET member, you have available the resources of the Center for Estate and Gift Planning as follows:

  • Serving as a free resource for assistance with your tax, estate, and charitable planning questions in an effort to leverage Pepperdine University resources and attract gifts to the University, which may include financial counsel, legal advice, and document preparation or review. 
  • Providing regular and timely seminars and presentations to the professional and lay communities on estate and gift planning topics, charitable techniques, and tax strategies available to transactions where a donation to charity is an integral component. 
  • Increasing your effectiveness by offering planning strategies that can meet the needs of your clients and increase the amount of charitable dollars given to Pepperdine and other charities.  Pepperdine has benefited from clients who have used these charitable estate planning techniques to not only enrich themselves, but to advance the school's mission as well.
  • Providing approved continuing education courses designed to introduce you to charitable estate- planning concepts through lecture and case study.

Remember, the Center's expert staff is available for free consultation by phone or by appointment on all matters pertaining to charitable estate planning.  The Center is located at Pepperdine's Malibu campus on the third floor of the Thornton Administrative Center at as follows:

Center for Estate and Gift Planning
24255 Pacific Coast Highway
Malibu, CA  90263-4893
Phone: (310) 506-4893
Fax: (310) 506-4859

(Please see additional contact information under )

Research Sites

Listed below are links to various research sites related to estate and gift planning.  Click on the highlighted area to access them. 

CALIFORNIA CODE – Searchable database covering all 29 codes in the state. Reflects laws currently in effect. http://www.leginfo.ca.gov

CALIFORNIA FRANCHISE TAX BOARD – Tax forms and publications for the State of California. http://www.ftb.ca.gov/

CHRONICLE OF PHILANTHROPY – Website of the monthly newspaper reporting what's new in the world of fundraising and charitable giving. http://philanthropy.com/

FREE EDGAR – Online resource for researching SEC filings of publicly traded companies.  http://www.freeedgar.com/

FINANCIAL TREND FORECASTER – Specializes in tracking long and short term trends and cycles. Includes a Percent Inflation Calculator which tells you the amount of inflation between any 2-month period from 1913-Present as well as the Moore Inflation Predictor which predicts future inflation rates.   http://www.fintrend.com/ftf/faqs.asp

FIRSTGOV – The Presidentially mandated government Internet portal.  It is an opening search page to all government World Wide Web sites and government information. http://www.firstgov.gov/

IRS FORMS & PUBLICATIONS – Search for and download tax forms. http://www.irs.gov/formspubs/

LAW.COM – Compete daily briefing for California lawyers and their clients including the latest legal opinion updates. http://www.law.com/

LEGAL INFORMATION INSTITUTE – A virtual law library at your fingertips courtesy of Cornell Law School, which maintains a collection of Supreme Court decisions, the American Legal Ethics Library, and a collection of core statutes, codes, and treaties. http://www.law.cornell.edu/

MONEY-RATES.COM – Offers investment rates on CD's, money markets, savings, and other FDIC-insured products. http://www.money-rates.com/

SELECT INTEREST RATES – Report H.15 – Federal Reserve Statistical Release:  Daily web update of interest rates.  These rates are the basis for many variable rate instruments.   http://federalreserve.gov/releases/h15/update/

THOMAS – Search engine for current Congressional legislation, the Congressional Record, and committee reports. http://thomas.loc.gov/