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

Charitable Deduction

*Estate tax deduction may reduce or eliminate estate taxes

Living Legacy

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

*Strengthen lives for purpose, service, and leadership