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
Zero-Tax Cash and Trust
About 15 years ago Linda's father passed away. As her inheritance, she received a commercial lot that was a mile outside of town. At the time she received the inherited property, it was worth about...
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Washington News
No Significant Change In Tax Gap
The IRS reports that there is “no significant change” in the tax gap. The tax gap is the shortfall in tax collections. It is measured each year to determine the level of taxpayer...
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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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