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The Center for Estate and Gift Planning

Is Pepperdine In Your Estate Plan?

Would you consider naming Pepperdine as a beneficiary of your estate? Including Pepperdine as a 10% or 20% beneficiary would allow you to make a dramatic impact on the lives of our students.

Benefits

When making a bequest, you will receive an estate tax charitable deduction for the value of your gift.  Estate gifts provide the opportunity to offset estate tax your heirs may be burdened with.  Estate tax rates are currently 40% and, while not every estate will be subject to tax, charitable giving is one way to minimize estate taxes.

Sample Bequest Language

A bequest can be made by specifying in your will or trust that Pepperdine University should receive a stipulated amount or a percentage of your estate. 

Unrestricted Bequests
An unrestricted bequest is one intended for the general and best use by the University at the discretion of the Board of Regents.

"I give, devise, and bequeath to Pepperdine University (the sum of $) (percent of my estate) (the following property) (the rest, residue, and remainder of my estate). The property comprising this gift may be used to further the charitable purposes of Pepperdine University at the discretion of its Board of Regents."

Restricted Bequests
You may restrict the usage of your bequests to support certain programs or start a scholarship.

"I give, devise, and bequeath to Pepperdine University (the sum of $) (X percent of my estate) (the following property) (the rest, residue, and remainder of my estate). The property comprising this gift shall be used for (state purpose). If, in the opinion of the Board of Regents of the University, or their successors, the need for funds for the charitable purpose described above no longer exists at some future date, the regents, or their successors, are authorized to use these funds in the best interest of the University."

Contact Us

Curt Portzel  Thomas F. Caldwell III Anissa Morse
Curt Portzel, J.D., M.T.S.

Executive Director
Phone: (310) 506-4003
Toll-free: (855) 659-5746
Fax: (310) 506-4859
curt.portzel@pepperdine.edu

Thomas Caldwell, J.D., MBA
Planned Giving Officer and
Legal Counsel
Phone: (310) 506-7606
Toll-free: (855) 659-5746
Fax: (310) 506-4859
thomas.caldwell@pepperdine.edu

Anissa Morse, J.D.
Planned Giving Officer and
Legal Counsel
Phone: (310) 506-4737
Toll-free: (855) 659-5746
Fax: (310) 506-4859
anissa.morse@pepperdine.edu