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
Social Security
Linda asked, "When should I take my Social Security? I have a good income and have paid into Social Security for 40 years. Since I am now age 62, I understand that I can take payouts early at age 62....
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Washington News
Congress Considers Retirement Plans
As the election clock continues to race forward, the Senate Finance Committee this week passed several retirement plan bills. Many Americans have a 401(k) plan. With a traditional 401(k) plan, the...
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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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