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

Click here to learn more.

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.

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 >>.

Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.

Couple Gives to Serve Students
E.C. "Red" Owen lived a life driven by service for others, his love for his family and a passion for the Lord. He was blessed with an eye to see what others could not. His wife Fran continues with the mission they shared to invest in the lives of students called to serve God. More on Couple Gives to Serve Students >>.

Fred and Grace Whale: A Legacy of Annuities
Fred and Grace Whale were missionaries to Nigeria, Africa, for 28 years. When they first went to the mission field, Fred (now with the Lord) was the founder and leader of the Boys Brigade in Africa. More on Fred and Grace Whale: A Legacy of Annuities >>.

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@simpsonu.edu.

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