Welcome to California Lutheran University Planned Giving
Welcome to the California Lutheran University Estate and Gift Planning website! If this is your first visit, please feel free to browse. If you are a return visitor, please check out the Finance News. This section tracks what is going on currently in the economy.
In this uncertain financial market there is a popular way in which you can give and also receive.
You can find Security in a Gift Annuity. If you are like many wondering about the economic road ahead; consider the security of a Charitable Gift Annuity. By creating a Gift Annuity, you not only provide fixed income for yourself, but also benefit from a charitable tax deduction this year. If you would like to learn more about how a gift Annuity can benefit you please click here.
Wills Guide Presentation
Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos. Click here to learn more.
Personal Planner
Perils of Probate Business Owner passed away on April 5, 1976, with an estate of $2.5 billion. Many persons appeared claiming "I am Business Owner's heir" and submitted wills with themselves as beneficiaries. More ...
Benefits For Family and California Lutheran University
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
Easy IRA Gift Barbara retired after forty years as a teacher. She had volunteered for many years with California Lutheran University. More on Easy IRA Gift >>.
Peace of Mind Gift Annuity Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.
Sale and Unitrust Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact yasman@clunet.edu.
If you are a professional advisor, you may take the following steps on this site.
Business Owner passed away on April 5, 1976, with an estate of $2.5 billion. Many persons appeared claiming "I am Business Owner's heir" and submitted wills with themselves as beneficiaries. 
