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California State University, Fullerton

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Giving to CSUF

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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.

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Charitable Gift Annuity

A charitable gift annuity is a great way you can make a gift to Cal State Fullerton and benefit. You transfer your cash or property to our organization and we promise to make fixed payments to you for life at a rate based on your age.

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You are at: Planned Giving > Create Your Plan > Planned Gifts Calculator > Gift and Sale

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Part Gift and Part Sale
Gift Type
Gift Type
*
Enter the name of the donor. You may use such titles as Mr., Mrs., Dr., Rev., Jr., Sr., etc. The donor is the owner of the asset contributed and will receive the tax deduction and capital gains bypass benefits, if applicable.
Income Tax Rate
Income Tax Rate
Select the current federal income tax rate of the donor. This will be used to project possible income tax savings. If you are not certain about the correct rate, you may choose one of the middle rates. For many people, this will be close to the actual income tax rate.
*
Enter the amount of cash or the fair market value (FMV) of the asset(s) used to fund the CGA. For assets such as real estate, closely held stock and other hard-to-value assets, the FMV would be the appraised value of the property on the date of the gift.
*
Enter the cost basis of the asset being used to fund the trust or annuity. If the asset is cash, the cost basis is equal to the gift amount. If it is appreciated property, the cost basis will most likely be the amount you originally paid for the property. The cost basis is used to determine the capital gains tax which will be bypassed as a result of selling the asset. If the cost basis is not known or cannot be proven, the IRS assumes the cost basis to be $0. If cash funds the gift annuity, enter the same value as "Value of Property."
*
Enter the amount of cash you wish to receive from the sale of the asset(s) that will be used to fund the trust. This amount of cash will not go into the trust.
* Required Fields
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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.