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Legacy Planning

What will your legacy be? Many of our Chapman Family members find peace of mind in knowing that they have provided for loved ones and for the future of Chapman through their estate plans.

During the uncertainty that our world has been experiencing, it is deeply meaningful that Chapman continues our legacy of personalized education. As our community has learned new ways to be together in and out of the classroom, we are reminded of the strength of our Chapman Family.

Because of the caring support of individuals who invested in the future of Chapman, we were able to take the quick action needed to best protect the well-being of our students, faculty and staff from the COVID-19 pandemic. We are sustaining a Chapman legacy of compassion and care.

Donations to the CU Safely Back Fund are used to meet the university's most pressing needs, as well as provide immediate scholarship and financial aid for hundreds of students and families in need. Gifts are helping us to provide:

• Technology improvements to enhance learning and engagement
• Food, housing or other necessities for students and families in need
• Masks, PPE, and hand sanitizer
• Continuous disinfection and cleaning of campus facilities
• Testing, temperature screening and contact tracing
• Class-size reductions to enhance social distancing
• Enhanced mental health and wellness support
• Other unforeseen needs stemming from the current crisis

The CARES Act passed in 2020 included several charitable tax provisions to encourage giving. Congress has extended these provisions for 2021, including:

• A deduction for charitable donors who do not itemize when filing their tax returns. If you do not itemize but make a cash gift to charity, you will be allowed to take a special tax deduction, up to $300 ($600 for joint filers), to reduce your tax liability.
• An increase in the deduction limit up to 100% of a donor's annual income for cash gifts (previously the deduction was capped at 60% of annual income). When you make a charitable gift via check, wire transfer, cash or credit card you will potentially be able to deduct more this year than is typically permitted.

Personal Planner

Bypass the Estate Tax

The American Taxpayer Relief Act of 2012 created permanent rules for federal estate planning. These principles are helpful in...

Washington News

Emergency Plans for Summer Disasters

In IR-2021-101, the Internal Revenue Service reminded everyone about National Hurricane Preparedness Week and National...

Donor Stories

Learn how others have made an impact on Chapman and our mission through their generous legacy gifts. Explore the many benefits of legacy planning.