Planned Giving

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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

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Gift Planning

Thursday May 2, 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.

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Loans and Sales to Children
Personal Planner
Parents are frequently approached by children who desire loans for various purposes. Parents may make a loan to a child for the down payment on a...
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Payment Options for Late Tax Filers
Washington News
In IR-2024-116, the Internal Revenue Service (IRS) outlined ways that late tax filers could comply with filing and payment rules. While over 139...
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Recommended Vaccines for Medicare Recipients
Savvy Living
My spouse and I recently turned 65 and would like to find out which vaccines are recommended and covered by Medicare? All recommended vaccines for...
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