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How to Give

How to Give

Legacy gifts are a personal and meaningful way to strengthen the financial future of Chapman. There are many ways to support the future of our mission by creating your Chapman legacy. These gifts can offer tax benefits and some even provide income back to you! Below you will find information about how to plan thoughtfully through a legacy gift.

Already created a legacy gift for Chapman? We hope you will share your plans and allow us to honor your generosity.

  • Bequest
    You designate Chapman University as the beneficiary of your asset by will, living trust or beneficiary designation form.
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  • IRA Rollover
    Congress has enacted a permanent IRA charitable rollover. Transfer a portion of your required minimum distribution from your IRA account to Chapman University this year and in future years.
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  • Beneficiary Designation Gifts
    You can designate Chapman University as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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  • Charitable Gift Annuity
    You transfer your cash or appreciated stock to Chapman University in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
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  • Charitable Remainder Unitrust
    You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
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  • Charitable Remainder Annuity Trust
    You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
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  • Charitable Lead Trust
    You fund a trust that makes gifts to Chapman University for a number of years. Your family receives the trust remainder at substantial tax savings.
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  • Sale and Unitrust
    You give a portion of your property to Chapman University to fund a charitable remainder trust, when the property sells you receive cash and income for life.
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  • Bargain Sale
    Chapman University purchases your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
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  • Give It Twice Trust
    You provide your children with a stream of income while making a gift to Chapman University.
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  • Life Estate Reserved
    You give your home or farm to Chapman University but retain the right to use the property during your life.
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  • Donor Advised Funds
    You fund a DAF and make charitable gift recommendations during your lifetime. When you pass away, your children can carry on your legacy of philanthropy.
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  • IRA to Gift Annuity Rollover
    You may be looking for a way to help further our mission and enhance your income. If you are 70½ or older, you can make a one-time IRA rollover to fund a charitable gift annuity and receive fixed payments for life.
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