Legacy Life Programs
BEQUESTS
Better than a bequest – for you and for us.
WEALTH REPLACEMENT
Give now without disinheriting your heirs
SPECIAL NEEDS
Taking care of your children when you are gone
BEQUESTS
Better than a bequest – for you and for us.
Bequests are popular, but there’s now an even better way to give a lasting gift. With the typical bequest, you give a dollar and we receive a dollar. But with the Legacy Life program, you can multiply the ultimate size of your donation by two, three, four, five times – or even more.
How? You take out a life insurance policy, naming Pepperdine University as the policy owner and beneficiary, and make your donation to us. We then use your donation to pay the premiums on the life insurance policy.
Wealth Replacement
Give now without disinheriting your heirs
The Wealth Replacement program enables you to make a current gift of appreciated assets without disinheriting your heirs.
How? You make your gift of appreciated assets and receive a tax deduction for your generous gift. You then take out a life insurance policy in the amount of your gift naming your heirs as beneficiaries and use the tax savings to help pay the premium.
Special Needs
Taking care of your children when you are gone
A guide for parents of children with special needs on how to create a plan for their care while they are away. It includes tips on choosing the right caretaker, communicating with them, and setting up a support system.
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With every collaboration, we work alongside development staff, executive directors and boards of directors to meet the immediate and long-term needs of your organization.