We seek to help you plan your contributions to Loma Linda University & Loma Linda University Medical Center at the least cost to you, using computer technology and the latest IRS information. We can aid you in using the following plans: - Outright gifts, wills, bequests
- Annuities
- Deferred
- Educational
- For remainder in home
- Annuity Trust
- Gift and Capital Replacement
- Pooled Income Fund
- Revocable Trust
- Donor Advised Fund
| - Unitrusts
- Educational
- Capital replacement
- Term of years
- Retirement
- Part sale
- Lead Trust
- Life Estate Reserved
- Insurance Gifts
- Living Trusts
- Declaration of Trust
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For more information, see the Guide for Gifts and Bequests.
The benefits of these charitable plans include: life income, capital gain bypass, income tax deduction, probate avoidance, asset management, estate tax reduction, family security, aid to estate planning, and increased income. We will work with your attorney, CPA, or financial planner.
Contact information Call us for a no-obligation review of your situation at (909) 558-4553.
FAX: (909) 558-4746 EMAIL:
Gary Oliver: <goliver@fdn.llu.edu>
Ron Watson: <rwatson@fdn.llu.edu>
Lucille Yhip: <lyhip@fdn.llu.edu> LOMA LINDA UNIVERSITY PLANNED GIVING DEPARTMENT
LOMA LINDA, CA 92350
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Planned Giving staff
