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Life Income Gifts

For many friends and alumni, the desire to make a gift to Pepperdine is coupled with a continuing need for income from those assets. Fortunately, Pepperdine's life income gift program makes in possible for a donor to achieve both of these objectives and receive substantial tax benefits as well.

Life income gifts to Pepperdine may take two basic forms: a gift to a charitable remainder trust or a gift to establish a charitable gift annuity. Often gifts in one of these forms will actually increase a donor's or beneficiary's income. Additionally, these life-income gifts may provide some or all of the following rewards, including the satisfaction of having made a significant gift to Pepperdine.

  • A current charitable income tax deduction
  • Protection of capital gain in appreciated property used to make your gift
  • A reduction in estate and inheritance taxes
  • Professional management of your gift
  • Tax-free income

While cash is often used to fund a life income gift to Pepperdine, gifts of appreciated property or securities provide additional tax benefits.