California Lutheran University

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Friday February 27, 2015

Advisor Resources

We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional advisors. The GiftLaw services are made available as a free resource. We are available to assist in helping you provide clients with clear and understandable gift illustrations.

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California Lutheran University has a bright future. We completed a Charitable Gift Annuity and are pleased with the income we will be receiving as well as the estate gift we will be providing to the university. We know many who have graduated from Cal Lutheran and who have benefited from their years there. We are happy to help Cal Lutheran.

Bob and Gloria Hamilton,
Orville Dahl Society Members
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