This newsletter contains the latest charitable tax news to assist you and your clients. The information is relevant to both personal and estate planning. Please contact us to learn more about charitable gift plans that can help your clients reach their personal, financial and philanthropic goals.
Last month, I celebrated my 20th year anniversary at Chapman University. Having started as the director of alumni and parent relations and later transitioning into legacy planning, I truly feel fortunate to be a part of the Chapman Family. April also marked the 10th year that Lindsey Jacobs has worked in legacy planning at Chapman University. She started as a development assistant and is now our associate director. She’s the best hire of my 30-year career, and I say that knowing that I have hired some pretty incredible people through the decades. Our 20 and 10 years of service, however, pale in comparison to President-emeritus Jim Doti, who started teaching at Chapman 50 years ago in 1974. Wow! That’s just the kind of special place that Chapman University is for all of us. We love the mission, the people and the promise for the future. The culminating event each year is commencement and all the related activities taking place in the month of May. If you know any graduating seniors or graduate students, contact me so I can see if I might be able to arrange preferred seating for you and the student’s family. You can reply to this email, or call/text my cell phone: (714) 392-6358.
CHAPMAN NEWS
Answering the Needs of an Aging Nation
Janet Johnson was in her Los Angeles home when her smile became crooked and her voice slurred. A few hours later, she was lying in a hospital bed, and half of her body was paralyzed. In an instant in 2009, a stroke changed the trajectory of Johnson’s life and she faced years of recovery to rebuild the bodily autonomy that she lost. Fortunately, Johnson connected with a program at Chapman University that helps rehabilitate stroke victims through novel technology and personalized care at no cost to patients.Read More »
Panthers Inspire Possibilities on Giving Day and Celebrate 50 Years for Dr. Doti
On April 18, the entire Chapman Family rallied together for Giving Day to collectively impact the Chapman Experience for our students, faculty and campuses. Thanks to the generosity of our community, Chapman’s annual 24-hour online fundraising event surpassed its goal of 1,000 gifts and raised over $1 million for the Chapman Fund. We were also inspired by the outpouring of support to celebrate President Emeritus Jim Doti’s 50 incredible years at Chapman.Read More »
MARK YOUR CALENDARS
It's Your Money/It's Your Estate Series Full schedule and online registration available here.
Washington News
Payment Options For Late Tax Filers While over 139 million taxpayer returns were filed this year, there are some individuals who may have neglected to file because they were not able to pay their full tax bill.
The IRS encourages these taxpayers to file and start making as many payments as... Read More »
Private Letter Rulings
NIL Nonprofit's Exempt Status Denied Organization applied for exempt status under Sec. 501(c)(3). Organization states that it is organized and operated to enlist collegiate student athletes
from a particular university's sports teams to lend their name, image and likeness (NIL) to other... Read More »
Case Of The Week
Gifts from IRAs, Part 4 Quentin was the firstborn child in a large family. Throughout his childhood, Quentin's parents worked hard to put food on the table for their children. They
also instilled in Quentin the value of hard work and saving money. Quentin took those lessons to... Read More »
Article Of The Month
C Corporations and Charitable Giving Individuals who want to start a business have several options for structuring their enterprise. As individuals explore the various possibilities, they often weigh factors like tax implications, liability protection and potential for business growth. C... Read More »
EXPLORE CHAPMAN
Chapman University Events
Below is a personally curated list of upcoming in-person and virtual opportunities that may interest you, your clients, family and/or friends. For a complete list of Chapman events, please visit our online events calendar. By using the filters on the left-hand navigation, you can find calendars that are specific to the arts, athletics and more. Separately, you can visit a calendar dedicated to events at Musco Center for the Arts.
Tuesday, May 7 BFA Actor Showcase
Every spring, the Chapman University Department of Theatre presents a showcase featuring the talents of graduating seniors who have majored in screen acting and theatre performance. The Chapman BFA Actor Showcase is the celebratory culmination of their undergraduate studies and is vital to launching their post-academic careers. The actors featured in the showcase have spent four years training to meet the demands of the entertainment industry. Time and location: 7 p.m., Moulton Hall, Waltmar Theatre. Details »
Thursday, May 9 19th Annual Chapman Athletics Golf Tournament
Come support the Chapman University Men's and Women's Golf programs. Time and Location: 11 a.m., Anaheim Hills Golf Course. Details »
Saturday, May 11 48th Annual Sholund Scholarship Concert
Chapman University’s Hall-Musco Conservatory of Music presents this annual grand finale concert, featuring the combined forces of The Chapman Orchestra and Chapman Choirs. Time and location: 4 p.m., Bertea Hall, Salmon Recital Hall.Details »
Saturday, May 11 Ouroboros Launch Party
Please join us on Saturday, May 11th, for the Ouroboros Launch Party for the Spring issue of the Ouroboros Magazine. The publication aims to provide an outlet for artists who push the bounds of reality and imagination—writers, illustrators and creators who play in the realm of horror, paranormal, science fiction, fantasy and magical realism—because sometimes it takes a moment from another world to better understand our own. Time and location: 7 p.m., Argyros Forum 209A. Details »
May 16-19 Graduation Week
Commencement-related activities started in late April and continue through mid-May. There is an Interfaith Baccalaureate Service, the University Commencement Ceremony- and a degree ceremony for each school and college. Time and location: Varies. Details »
CHAPMAN STORIES
MS in Food Science Program
Students and faculty share their passion for studying Food Science at Chapman University. Professor Anuradha Prakash, Ph.D. explains her particular love for teaching at Chapman. Prakash teaches food processing and preservation, as well as product development. These unique topics only skim the array of classes offered here at Chapman. Additionally, student Georgia Sampson has created meaningful connections throughout the program, which has opened her up to opportunities along the way. Watch Video »
THANK YOU
Words of a Student: Chloe Park '27
"Thank you so much for your generous and kind donations, as they have provided so much for me and the community here at Chapman! Being an out-of-state student, I am grateful every day that I had the scholarships and support to be able to come here. It is thanks to your donations that I, along with numerous peers of mine, can enjoy campus life, advanced facilities, study abroad, and much more! Thank you so much again for your generosity!"
Chloe Park '27 Hometown: Allen, Texas
Major: Psychology
These words of appreciation were volunteered by freshman Chloe Park. To introduce your clients to Chapman University, contact David Moore at (714) 392-6358 or [email protected]. He is glad to arrange VIP experiences, such as guided tours, tickets to events and visits with top faculty and administrators.
