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
Trusts for Creative Spenders
Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the principal from being rapidly spent by a child. These trusts...
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Washington News
IRS Warns of Scam Targeting Tax Professionals
On January 9, the IRS released a warning to tax professionals in IR-2018-2 after receiving numerous reports of heightened fraud activity. The reports reveal that cybercriminals are sending emails...
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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.
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