The Center for Estate and Gift Planning | Pepperdine University

The Center for Estate and Gift Planning

Retirement Plans

Individual Retirement Accounts (IRAs), tax-sheltered annuities, Keogh plans, 401(k), 403(b) and other qualified pension and profit-sharing plans can also provide significant support for Pepperdine. A donor needs to inform his retirement plan administrator that he wishes to name Pepperdine University as a beneficiary of the plan. The funds will usually pass to Pepperdine outside of probate and free of all taxes.