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
Bequest
Receive an estate tax deduction by making a gift to Pepperdine through your will, trust, or retirement plan.
Charitable Gift Annuity
Receive a lifetime annuity in exchange for a gift of stock, cash, or real estate.
Charitable Gift Annuity for Home
Receive a lifetime annuity in exchange for a gift of your personal residence, second home, or vacation home.
Charitable Remainder Trust
Sell highly appreciated stock or real estate without the recognition of capital gain taxes.
Charitable Lead Trust
Transfer stock, cash, or real estate to family members with reduced or zero gift or estate taxes.