Skip to Content

Meet Our Staff  

University of the Pacific is pleased to announce the dual appointments of Jonelle Beck as executive director of estate and gift planning and congratulate Jim Dugoni on his promotion to senior director of estate and gift planning. 

Both positions will serve to increase Pacific’s outreach to valued alumni, donors and friends by expanding Pacific’s ability to balance needed technical gift planning and estate settlement support with donor stewardship and the marketing of charitable estate and gift plans. This dynamic duo will serve as partners to our school and unit-based fundraising staff in Stockton, Sacramento and San Francisco, while enhancing relationships with all current and new Heritage Society members.  

Jonelle Beck Jonelle Beck recently moved back to Stockton after living in Reno, Nevada, for the past three years. Raised in Stockton, Jonelle attended Tokay High School before matriculating to UC Berkeley. She completed her bachelor’s at the University of Nevada–Reno and earned her J.D. from Pacific’s McGeorge School of Law.  While living in the Sacramento region following law school, Jonelle practiced insurance litigation and workers’ compensation. For the past 12 years, Jonelle operated her own private practice focusing on estate planning and she served as an adjunct faculty member at McGeorge from 2001–2005.

Jim Dugoni Jim Dugoni is now in his 20th year working at Pacific. He most recently served as associate director of athletics for development from 2009–2015 and worked as director of the pacific fund, spearheading Pacific’s annual giving operation, from 2006–2009.  Prior to that, Jim served in a variety of roles for Pacific Athletics in ticket sales, marketing and fundraising from 1996 to 2006. A 1986 Pacific graduate with a bachelor’s in business administration, Jim also has a master’s in sport management from the U.S. Sports Academy as well as a master’s in higher education administration from Stanford University.

In addition, Kathy Fritz continues to serve as the coordinator of estate and gift planning, a role she has enjoyed at Pacific since 1999. Jonelle, Jim and Kathy are excited about working with Pacific constituents on their estate and gift planning matters.

Please contact the Pacific Estate and Gift Planning Office at 209.946.2501 if you have any questions or would like to meet with a member of our staff. 

eBrochure Request Form

Please provide the following information to view the brochure.

A charitable bequest is one or two sentences in your will or living trust that leave to University of the Pacific a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I, [name], of [city, state, ZIP], give, devise and bequeath to University of the Pacific [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Pacific or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Pacific as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Pacific as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Pacific where you agree to make a gift to Pacific and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.