Planned Giving

Maximize your philanthropic goals

Make a difference in people's lives and always be remembered for your contribution
Benefit yourself, your family and Samuel Merritt University with your planned gift
Help us fulfill our mission for many years and generations to come

Learn More

Gift Planning

Wednesday April 17, 2024

News

Thank you for your interest in learning more about estate planning and charitable giving to support Samuel Merritt University. Through regular newsletters, we share useful tips and ideas that can help you increase income, reduce taxes, plan your estates, and extend your values and legacy to support future generations.

View Current Newsletter

Free Newsletter Sign Up

Gifts of Homes
Personal Planner
Most families purchase their largest personal residence in their mid-forties. Families with children often need the additional space. Other families...
More
Social Media Scams and Ghost Tax Preparers
Washington News
On the final weekend before taxes are due, the Internal Revenue Service (IRS) published two letters that caution taxpayers about the risks of tax...
More
Health Travel Tips for Travelers
Savvy Living
We have been looking forward to traveling, but my spouse has a heart condition and back problems. What tips can you offer those with health issues who...
More
scriptsknown