Planned Giving
We seek to help you plan your contributions to Loma Linda University and Loma Linda University Medical Center at the least cost to you, using computer technology and the latest IRS information. We can aid you in using the following plans:
  • Outright gifts, wills, bequests
  • Annuities
    • Deferred
    • Educational
    • For remainder in home
  • Annuity trust
    • Term of years
  • Gift and capital replacement
  • Pooled income fund
  • Revocable trust
  • Donor advised fund
  • Unitrusts
  • Educational
    • Capital replacement
    • Term of years
    • Retirement
    • Part sale
  • Lead trust
  • Life estate reserved
  • Insurance gifts
  • Living trusts
  • Declaration of trust

For more information, see the Guide for Gifts and Bequests.

To learn more about planned gift opportunities, visit our interactive web pages.

Professionals, visit our gift law web page.

The benefits of these charitable plans include: life income, capital gain bypass, income tax deduction, probate avoidance, asset management, estate tax reduction, family security, aid to estate planning, and increased income. We will work with your attorney, CPA, or financial planner.

Contact information

Call us for a no-obligation review of your situation at (909) 558-4553.

FAX: (909) 558-4746

EMAIL:
Gary Oliver: goliver@llu.edu
Ron Watson: rwatson@llu.edu
Lucille Yhip: lyhip@llu.edu

Loma Linda University Adventist Health Sciences Center
Planned Giving Department
Loma Linda, California 92350


Planned giving staff

Watson

Ron Watson
Executive Director

Oliver

Gary Oliver
Director

Yhip

Lucille Yhip
Administrative Assistant

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