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Daniel E. Wood

Daniel Wood has served the nonprofit sector for 27 years as a planned giving specialist. He has served healthcare, higher educational, research and social service organizations.

Mr. Wood has specialized in the communicating the advantages of gifting non- cash assets outright, into charitable trusts to meet family income and estate goals. For more than 20 years he has worked closely with two Los Angeles, CA legal firms in planning and structuring trust instruments to comply with IRS regulations and desired client financial outcomes. For high net worth supporters of Cal Poly Pomona Mr. Wood is providing technical, planning and education presentations of the charitable lead trust to meet family intergenerational gifting goals while providing critical support for Cal Poly Pomona

Mr. Wood earned his BA in Social Work at Asbury College, post graduate work and the educational requirements to be ordained in the Salvation Army.

Daniel E. Wood
Director of Planned Giving
University Development
Division of University Advancement

California State Polytechnic University, Pomona
3801 West Temple Avenue
Pomona, CA 91768

(909) 869-4825 or (909) 869-4170
1-800-722-5765
FAX (909) 869-4499
dewood@cpp.edu

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The New Tax Law and Charitable Giving

The Tax Cuts and Jobs Act signed by President Trump cuts tax rates. How those tax cuts play out, however, depends on family size, available deductions, and income. Here are the most notable considerations that will affect personal planning as the bill takes effect in 2018.

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