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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.

Double My CD Return
Valerie is a retired high school English teacher. She has been a careful saver and has a number of certificates of deposit, but she has seen her income decline. More on Double My CD Return >>.

Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>.

Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, Simpson University shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>.

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.

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.