For Trustees and Advisors


For Trustees and Advisors

In your work as a professional advisor, you value professionalism, integrity, and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts. Our gift planners are well trained and skilled in the application of all vehicles used in strategic philanthropy. You are welcome to call anytime to discuss your client’s intentions.

Please use our legacy website as you help your clients with their charitable plans, and feel free to contact Jonelle Beck, JD ‘00, Executive Director of Estate and Gift Planning, at legacy@pacific.edu or 209-946-2501.

Tools for Professional Advisors

Legal Name: University of the Pacific
Tax ID Number: 94-1156266
Incorporated in: Stockton, California

For CRTs and CGAs

We are pleased to report that University of the Pacific has hired a nationally recognized firm, TIAA Kaspick, to manage and administer our planned gift assets (charitable remainder trusts and charitable gift annuities). The firm, an independent operating subsidiary of TIAA, with over $5.8 billion under management, is headquartered in Redwood Shores, CA, with offices in St. Louis and Boston. By making this change, University of the Pacific joins Stanford, USC, Santa Clara, Johns Hopkins, the Mayo Clinic, and many other well-known nonprofit organizations throughout the United States that now work with TIAA Kapsick.

Partner with Us

We understand that gifts to charities such as University of the Pacific can be an important part of your clients’ overall financial and estate plans. That is why we’re committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors, and our gift planning staff — all working together to arrange the best gift possible.