Center for Estate and Gift Planning | Pepperdine University

Center for Estate and Gift Planning

Planned giving enables you to maximize your personal philanthropic objectives while minimizing taxes. Depending on the asset given and the gift arrangement selected, you can realize substantial benefits while supporting Pepperdine students.

Ways to Give

Malibu campus entrance - Pepperdine University

Bequest

Receive an estate tax deduction by making a gift to Pepperdine through your will, trust, or retirement plan.

Malibu sunset - Pepperdine University

Charitable Gift Annuity

Receive a lifetime annuity in exchange for a gift of stock, cash, or real estate.

Heroes Garden - Pepperdine University

Charitable Gift Annuity for Home

Receive a lifetime annuity in exchange for a gift of your personal residence, second home, or vacation home.

Students hold balloons - Pepperdine University

Charitable Remainder Trust

Sell highly appreciated stock or real estate without the recognition of capital gain taxes.

Students at an athletic event - Pepperdine University

Life Estate

Lower your income taxes by deeding the remaining interest in your home to Pepperdine.

Alumnus holding his baby - Pepperdine University

Charitable Lead Trust

Transfer stock, cash, or real estate to family members with reduced or zero gift or estate taxes.