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Pacific Profiles

CONTACT US

Kathleen Fritz
Coordinator for Estate and Gift Planning
University of the Pacific
3601 Pacific Avenue
Stockton, CA 95211
kfritz@pacific.edu
Office: 209.946.2501
Fax: 209.946.2664

Planned Giving

Welcome! We are here to help you explore how planned gifts can benefit both your philanthropic and financial goals. With thoughtful planning, we can design a solution that addresses your specific needs, including earning income, reducing taxes and creating a personal legacy. Our planned giving staff is at your service, and we'd be happy to discuss your options with you or your adviser. For more information or to schedule a time to meet, please contact us.

Plan Your Will The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future. You will be guided through a series of questions that will help you identify your family members, estate assets and financial goals.
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Gift Annuities Are you looking for a secure source of fixed income for now or your future? Consider giving through a Gift Annuity.
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Donor Story Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
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Personal Planner
Many questions arise when we consider the options for giving to children. Why should we give? When, what and how should we give? Will gifts impact the self-esteem and...
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Washington News
House Ways and Means Committee Chair Dave Camp (R-MI) spoke June 12th at the Federal Policy Groups 2013 Tax, Budget, and Legislative Policy Seminar. At the Washington...
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Donor Story
Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene and Carol are looking for a way to save taxes.
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