Planned Giving and Cal State East Bay
Cal State East Bay’s Office of Planned Gifts assists prospective donors and their advisors to select the most appropriate tax-wise giving vehicle. Planned gifts and life income plans allow friends of Cal State East Bay to leave a legacy for generations of future students, while also meeting personal financial objectives.
Strategic selection of the most appropriate gift vehicle can lead to a far more significant contribution to Cal State East Bay then ever envisioned. Options include gifts made through appreciated stock, real estate, qualified retirement assets, life insurance policies, charitable remainder trusts, charitable gift annuities, retained life estates, memorial funds and named endowments.
Just a reminder, information on this website should not be construed as specific legal or tax advice. Please consult your personal advisors to ensure that your gift to Cal State East Bay provides the best match for your financial situation.