Thank you for your interest in Pacific Union College. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at PUC who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.
Weekly Article
The Five-Percent Solution Winding my way down Baker Street to 221B, I found a flat that consisted of a couple of comfortable bedrooms and a single large airy sitting-room that was cheerfully furnished and illuminated by two broad windows. More ...
Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos. Click here to learn more.
IRA Rollover Gifts
To learn more about IRA Rollover Gifts, click the Launch button.
Benefits For Family and Pacific Union College
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.
Major IRA Gift Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>.
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 >>.
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 >>.
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 >>.
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.
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.
Eckhard Hubin
Director of Estate Planning
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 ehubin@puc.edu.
If you are a professional advisor, you may take the following steps on this site.
Winding my way down Baker Street to 221B, I found a flat that consisted of a couple of comfortable bedrooms and a single large airy sitting-room that was cheerfully furnished and illuminated by two broad windows. 
Steps to Wise Giving