Loma Linda University Planned Giving Department
    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 
      • Term of years 
    • 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

    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: 

    LOMA LINDA UNIVERSITY PLANNED GIVING DEPARTMENT
    LOMA LINDA, CA 92350




    Planned Giving staff 

    Director

    Associate Director

    Administrative Assistant