Planned Giving

Thank you for visiting our web pages. We hope that you find them helpful. Estate gifts are gifts for tomorrow; planned gifts that benefit Concordia University students in the future.

No matter what your age or financial circumstances, you will leave everything behind to people, government or ministry. Wouldn't it make sense to create a plan to transfer your God given blessings to the people you love and the ministries you care about?

Christian planned giving can seem overwhelming to the point that it is often delayed or ignored altogether. Our goal is to assist you in a rewarding and joyful planning experience. I firmly believe God has placed a unique plan for giving on your heart and my prayer is that by working together your plan will become a reality that glorifies Him.

When you ask for assistance, you can expect:

• Convenient meeting time and place
• No charge for our services
• Counseling on completing an estate Lifetime Plan for Giving
• Complete confidentiality

Having a completed gift plan gives you peace of mind knowing that your wishes are fulfilled for the blessings that God has entrusted to you.

"Put your hope in God who richly provides us with everything." 1 Timothy 6:17b

Dennis Cox, Director of Planned Giving
Phone: (949) 214-3182
Email: dennis.cox@cui.edu

Upcoming Events

Estate Planning & 2012/2013 Tax Strategies

Wednesday, December 5, 2012
11:30 am - 1:00 pm

Concordia University, Robert Alan Grimm Hall
Conference Center, 3rd Floor
1530 Concordia West, Irvine, CA 92612

Mr. Gil Hess, J.D.
Vice President/Wealth Planning Director
Citi Personal Wealth Management,
Citigroup Global Markets Inc.

This workshop will present:

• Introduction to estate planning
• Taxes that can affect your estate
• Estate planning strategies

Workshop is FREE, lunch is provided, space is limited -
Register Here by November 29, 2012.

Questions? Call Dennis Cox at 949-214-3182