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Pepperdine University

Bequest Gifts

A bequest can be one of the following: a specific dollar amount, a percentage of your estate, a gift of the remaining assets of your estate, or a specific asset(s) that is given to Pepperdine in support of its various programs and endeavors after your lifetime. Bequests can be designated for many purposes, such as scholarships, or given without restriction.

  Summary
  • Make a gift to Pepperdine through your will, trust, or retirement plan
  • Maintain control of your assets during your lifetime
  • Receive a charitable estate tax deduction that may reduce or eliminate estate taxes
  • Designate your gift for a specific program, school, or scholarship
  • Create a permanent legacy for Pepperdine University, its faculty, and students
  Tax Benefits
  • Receive an estate tax charitable deduction for the value of your gift to Pepperdine
  • The deduction may offset estate taxes owed upon your death
  • IRA or retirement asset bequests may save both estate and income taxes
  Types of Bequests
  • Specific Bequests are used to make gifts of a certain dollar amount or specific assets (includes stock, real estate, or personal property)
  • Contingent Bequests will result in gifts to Pepperdine University only in the event of the death of other beneficiaries or the fulfillment of certain conditions described in your estate plan
  Establish a Legacy at Pepperdine
  • By making a bequest, you establish a legacy for Pepperdine, its faculty, and its students
  • At your request, your gift can either be unrestricted or designated to a particular cause or program that you desire to support

Bequest to Pepperdine

*Make a gift to Pepperdine through a will, trust, or retirement plan

*Maintain control during your lifetime

 

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Charitable Deduction

*Estate tax deduction may reduce or eliminate estate taxes

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Living Legacy

*May designate bequest to a program, school, or scholarship

*Strengthen lives for purpose, service, and leadership