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.
Help CSUF achieve its goals for current and future generations. Find peace of mind through a wide variety of tax benefits.
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.
Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Cal State Fullerton.
By electronic transfer - Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to Cal State Fullerton. Please contact us for delivery instructions to make a transfer from your custodian or brokerage account to Cal State Fullerton. Click here for instructions on how to make gifts of stock to CSUF.
By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.
There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.
If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.