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
Your Living Trust Choices
The living trust is becoming quite a popular estate planning strategy. It costs more than a will, but includes many features that are helpful during life and in your estate. Let's review some of the...
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Washington News
IRS End-of-Year Gift Tips
In IR-2016-154 the IRS offered tips on how to document various 2016 charitable gifts. Gifts to qualified public charities are deductible. Taxpayers may use IRS Select Check on www.irs.gov to know if...
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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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