Planned Giving Home

Planned Giving Home

Read About Our Donors

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Welcome to Simpson University's Gift Planning Website

Gordon Flinn
Vice President for Marketing and Development

This website is for you! Our desire is that you will see value and accept this important tool as YOUR Website!! Please take a few minutes to view its features and benefits.

Our goal is to help you achieve your financial planning and giving objectives. A number of our friends have explored and are now benefiting from life income gifts, annuities and other planning opportunities. Take a look at our planning guide to learn more about the options available to meet your specific needs.

Another benefit is our weekly electronic newsletter, with timely and relevant financial information. Click button to the left to register.

We are here to serve you. Thank you for taking the time to explore the benefits of gift planning. Simply click here to email me at your convenience.

Wills Guide

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IRA Gift Video

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Benefits for Family and Simpson 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.

Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.

Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>.

The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.

Part Gift and Part Sale
Sue and Jim Wilson bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale >>.

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.

Professional Advisors

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 gflinn@simpsonuniversity.edu.

If you are a professional advisor, you may take the following steps on this site.