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Wednesday, June 10, 2026 |
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CORRECTION: The newsletter below contains revised contact information for your Cal Lutheran Planned Giving Team. Please disregard the newsletter sent earlier this morning.
Happy New Year! Thank you for your interest in supporting Cal Lutheran's bright future through planned giving. Read on to find inspiration and ideas for helping your clients achieve their financial goals while also supporting Cal Lutheran.
With Gratitude,
The Cal Lutheran Planned Giving Team
Reach out to a member of our team today by emailing [email protected].
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Washington News |
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Free File Still Available for Non-Filers
On June 2, 2026, the Internal Revenue Service (IRS) announced that taxpayers who missed the April 15 tax filing deadline may still use the IRS Free File program.
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Private Letter Rulings |
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Exempt Status Denied for Hunting Retriever Club
Organization applied for exempt status under Sec. 501(c)(3). Organization states that it was formed as a recreational hunting retriever club. Organization’s activities consist of training days that are held approximately five times per year and hunting...
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Case Of The Week |
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Exit Strategies for Real Estate Investors, Part 15
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turn to gold. By far, Karl’s passion was real estate and he was very successful in his investments.
Karl continued to buy and sell real...
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Article Of The Month |
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Testamentary Gift Annuities, Part 1
Charitable gift annuities (CGA) have long been a trusted option for donors who want to make a meaningful gift while receiving reliable, fixed payments. With a CGA arrangement, the donor contributes cash or appreciated assets to a charity and in return...
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Thank you for your interest in planned giving.
To access additional resources, please visit our website. |
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California Lutheran University, 60 West Olsen Road #1675, Thousand Oaks, CA 91360
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