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California State University, Fullerton

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Giving to CSUF

PlannedGIVING

  • Giving Home
  • Gift Options
  • About Bequests
  • Calculators
  • Bequest Language
  • News
  • Advisors
  • Contact Us
  • Planned Giving Menu
    • Giving Main
    • Gift Options
    • About Bequests
    • Calculators
    • Bequest Language
    • News
    • Advisors
    • Contact Us

Impact our
future through
PLANNED GIVING


Help CSUF achieve its goals for current and future generations. Find peace of mind through a wide variety of tax benefits.

Estate Planning Guide
E-newsletter
Tell Us About Your Gift

About Bequests

You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.

You are at: Planned Giving > Gift Options > How to Give

How to Give

How to Give
  • Bequest
    Bequest
    You designate our organization as the beneficiary of your asset by will, trust or beneficiary designation form.
    More
  • IRA Rollover
    IRA Rollover
    Congress has enacted a permanent IRA charitable rollover. As a result you can make an IRA rollover gift this year and in future years.
    More
  • Beneficiary Designation Gifts
    Beneficiary Designation Gifts
    You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.
    More
  • Charitable Gift Annuity
    Charitable Gift Annuity
    You transfer your cash or appreciated property to our organization in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
    More
  • Charitable Remainder Unitrust
    Charitable Remainder Unitrust
    You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
    More
  • Charitable Remainder Annuity Trust
    Charitable Remainder Annuity Trust
    You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
    More
  • Charitable Lead Trust
    Charitable Lead Trust
    You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.
    More
  • Sale and Unitrust
    Sale and Unitrust
    You give a portion of your property to us to fund a charitable remainder trust, when the property sells you receive cash and income for life.
    More
  • Bargain Sale
    Bargain Sale
    We purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
    More
  • Give It Twice Trust
    Give It Twice Trust
    You provide your children with a stream of income while making a gift to charity.
    More
  • Life Estate Reserved
    Life Estate Reserved
    You give your property to our organization but retain the right to use the property during your life.
    More
  • Donor Advised Funds
    Donor Advised Funds
    You fund a DAF and make charitable gift recommendations during your lifetime. When you pass away, your children can carry on your legacy of giving.
    More
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Cal State Fullerton

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PRIVACY STATEMENT

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.