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Pepperdine University

Trust and Estate Services

The Pepperdine University Office of Trusts and Estates manages the administration of charitable gift annuities, charitable gift annuities for the home, and charitable remainder trusts for which Pepperdine (Wave Services) serves as trustee. The office is also responsible for the administration of donor advised funds, life estates, and living trusts where Pepperdine is designated as the trustee.

Trusts and Estates oversees the administration of record keeping, timely payments, and tax information. The expertise of our Office of Investments personally directs the investment of all trusts and charitable gift annuities. Their strong investment management expertise, disciplined strategies, and access to top-quality leadership team are apparent in the strong performance of the investments.

Resources

Meet the Team

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Diane Carter
Director, Trust and Estate Services

 

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Juliet Allup
Associate Director, Trust and Estate Services

 

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Brent Reeve
Trust System Analyst, Trust and Estate Services

 

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Natalie Hagedorn
Office Manager, Trust and Estate Services

Contact Us

The Pepperdine Fund
Pepperdine University
24255 Pacific Coast Highway
Malibu, CA 90263-4579

310.506.4579

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