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

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.

Wills Planner
Estate Planning Guide
E-newsletter

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.

You are at: Planned Giving > Learn About Wills and Bequests

Learn About Wills and Bequests


What are the benefits of making a bequest?

  1. You leave a lasting legacy to be remembered
  2. You lessen the burden of taxes on your family
  3. You may receive estate tax savings

How can I learn more?

Contact Us
Watch a Video
Download a Brochure

How do I make a bequest?

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or Cal State Fullerton as part of your estate plan.

View Bequest Language

Please complete an online Gift and Bequest Designation form to let us know you have included Cal State Fullerton in your estate plans.

What are my options?

A bequest can be made in several ways:
  1. You can gift a specific dollar amount or asset
  2. You can gift a percentage of your estate
  3. You can gift from the balance or residue of your estate
  4. You can make a beneficiary designation of certain assets

How do I get started?

Contact Us
Request an Estate Planning Guide
Create an Online Account

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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.