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Planned Giving Council

The Planned Giving Council is made up of volunteers specializing in estate and trust law, financial and investment planning, trust administration, taxation, insurance, and real estate. The purpose of the Council is to heighten the awareness of the University of San Diego's mission and programs among Council members so they can act as ambassadors of USD in the San Diego community. Council meetings are held at the USD campus on a quarterly basis.

A special thanks is given to the following members for their time and commitment to USD and the Planned Giving program:

Certified Public Accountants

Anne Burns, CPA
Stremlau & Company CPAs
5575 Lake Park Way #200
La Mesa, CA 91942
Office: (619) 697-2442
Fax: (619) 697-2448
e-mail: Anne.Burns@stremlaucpa.com
Web: www.stremlaucpa.com
David M. Gibbs '97, CPA
Weiss & Company
5151 Shoreham Place, Suite 210
San Diego, CA 92122
Office: (858) 362-9996
Fax: (858) 362-9990
e-mail: dgibbs@weisscpa.net
Web: http://weisscpa.net
Marshall J. Varano, CPA
CohnReznick, LLP
9255 Towne Centre Drive, Ste. 250
San Diego, CA 92121
Office: (858) 535-2000
Fax: (858) 571-2700
e-mail: Marshall.Varano@CohnReznick.com
Web: www.CohnReznick.com
Lucia Vizcaya '07, CPA
Redwitz, Inc.
4275 Executive Square, Suite 1000
La Jolla, CA 92037
Office: (800) 576-1514
e-mail: lvizcaya@redwitz.com
Web: http://www.redwitz.com
Perry S.Wright, CPA
Considine & Considine
8989 Rio San Diego Drive #250
San Diego, CA 92108
Office: (619) 231-1977
Fax: (619) 231-8244
e-mail: psw@cccpa.com
Web: http://cccpa.com
 

Estate and Trust Law/Taxation

Kenneth G. Coveney, Esq.
Dostart, Clapp & Coveney, LLP
4370 La Jolla Village Dr., Suite 970
San Diego, CA 92122
Office: (858) 623-4200
Fax: (858) 623-4299
e-mail: kcoveney@sdlaw.com
Web: www.sdlaw.com
Kevin P. Gordon, '89, '91, '98, '03, Esq.
Gordon, APC
5740 Fleet Street, Suite 155
Carlsbad, CA 92008
Office: (760) 602-1995
e-mail: kgordon@gordonapc.com
Michelle B. Graham '91, '95, '98
Withers Bergman LLP
6050 El Tordo, P.O. Box 2329
Rancho Santa Fe, CA 92067
Office: (858)400-1307
e-mail: Michelle.Graham@withersworldwide.com
Web: www.withersworldwide.com
Ann C. Harris '80, Esq.
Ann C. Harris, A Professional Law Corp.
1901 Camino Vida Roble, Suite 121
Carlsbad, CA 92008
Office: (760) 431-9900
Fax: (760) 431-9107
e-mail: harris@annharrislaw.com
Rodney 'Rod' J. Hatley '96, Esq.
J.D., LL.M. (Taxation)
CHHOKAR LAW GROUP, P.C.
10935 Vista Sorrento Pkwy., Ste. 120
San Diego, CA 92130-2649
Office: 858-384-5757
Fax: 858-384-5758
e-mail: rod@socalassetprotection.com
Web: www.socalassetprotection.com
Erin L. McCreary '96, '99
Rowe Mullen LLP
3636 Nobel Drive, Suite 215
San Diego, CA 92122
Office: (858) 450-2208
Fax: (858) 404-9833
e-mail: McCreary@rowemullen.com
Web: www.rowemullen.com
Daniel F. Morrin '84, Esq.
A Professional Law Corp.
4909 Murphy Canyon Road, Ste. 340
San Diego, CA 92123
Office: (858) 541-1777
Fax: (858) 277-7971
e-mail: dan@dmorrinlaw.com
Web: www.dmorrinlaw.com
Jason S. Sheinberg'00, Esq.
Sheinberg Law Group
4909 Murphy Canyon Road, Suite 340
San Diego, CA 92123
Office: (858) 429-5704
e-mail: JSheinberg@sheinberglawgroup.com
Web: sheinberglawgroup.com
James H. Sipple '99,'01, Esq.
Law Offices of Boner, Stern & Sipple, APC
591 Camino de la Reina #710
San Diego, CA 92108
Office: (619) 295-7100
Fax: (619) 295-2100
e-mail: james@bonerstern.com
Web: www.bonerstern.com

Insurance

John J. Rodee '63, CLU
Rodee Insurance Services, Inc.
2254 Moore Street, Suite 202
San Diego, CA 92110-3025
Office: (619) 298-5177
Fax: (619) 298-2177
e-mail: John@rodeeinsurance.com

Investment Advisors/Financial Counseling

Lisa M. Brinig, CFP
Mariner Wealth Advisors, LLC
10616 Scripps Summit Court, Suite 110
San Diego, CA 92131
Office: (858) 352-7849
e-mail: lisa.brinig@marinerwealthadvisors.com
Web: www.marinerwealthadvisors.com
Theodore 'Ted'J. Kay
DLK Investment Management, LLC
238 N. Cedros Avenue, Suite 200
Solana Beach, CA 92075
Office: (858) 909-0957
e-mail: tkay@dlkinvet.com
Web: http://dlkinvest.com
Charles G. King '62
DLK Investment Management, LLC
238 N. Cedros Avenue, Suite 200
Solana Beach, CA 92075
Office: (858) 433-3200
Direct: (858) 433-3215
e-mail: cking@dlkinvest.com
Web: http://dlkinvest.com
Justin R. Peek '01, CFP
Edward Jones Investments
7740 El Camino Real, Suite H
Carlsbad, CA 92009
Office: (760) 635-1097
Fax: (877) 222-9100
e-mail: justin.peek@edwardjones.com
Web: www.edwardjones.com
James E. Thomas '10, MSGL
Axa Advisors, LLC
701 B Street, Suite 1500
San Diego, CA 92101
Office: (619) 557-8275
Cell: (619) 569-7166
Fax: (619) 696-7043
e-mail: james.thomas@axa-advisors.com
Web: www.jamesethomas.com
Christian F. Tresse
Bernstein Global Wealth Management
4365 Executive Dr., Suite 700
San Diego, CA 92121
Office: (858) 812-2235
Fax: (858) 812-2244
e-mail: Christian.tresse@bernstein.com
Web: www.bernstein.com

Real Estate

Anna Marie Barnard
Sand and Sea Realty
2220 India St.
San Diego, CA 92101
Direct: (619) 504-7123
e-mail: annamarie@sandandsearealty.com
Web: www.sandandsearealtysandiego.com

Trust Officers

Kevin McWayne '93
Wells Fargo Wealth Management
4365 Executive Drive, 18th Floor
San Diego, CA 92121
Office: (858) 622-6968
Cell (858) 229-9147
Fax (858) 622-6848
e-mail: kevin.mcwayne@wellsfargo.com

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Contact Information

Planned Giving
Degheri Alumni Center 206
5998 Alcalá Park
San Diego, CA 92110

Phone: (619) 260-4523
Fax: (619) 260-4621
jphillips@sandiego.edu

A charitable bequest is one or two sentences in your will or living trust that leave to the University of San Diego a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I, [name], of [city, state, ZIP], give, devise and bequeath to the University of San Diego [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to USD or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to USD as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to USD as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and USD where you agree to make a gift to USD and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

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