Legacy Planning

Welcome! We are pleased that you have an interest in learning about the benefits of gift planning. If you have any questions about the best way for you to benefit through a planned gift or would like an updated tour of campus, please contact David Moore at (714) 516-4590 or dmoore@chapman.edu. He is glad to assist.
Personal Planner
Gifts of Cash
Many people use their annual gift exclusion as part of an overall estate planning strategy. Sara: "We had a pretty good year this year. After all the financial changes last year, we decided it was a...
More
Washington News
IRS Warns With
This week the IRS published five "Dirty Dozen" list warnings. Each year, the IRS highlights various tax scams. This education helps taxpayers avoid tax trouble by using only the proper tax filing...
More
Donor Stories
Donor Stories
Learn how others have made an impact through their acts of giving to Chapman University and others. Explore the many benefits of charitable gift planning.
More
scriptsknown