There are many planned gifts that won’t affect your existing financial resources but will have a significant impact on Foundation of California State University, Monterey Bay. Give to the organization you care so much about, while maintaining control and flexibility.
Gifts by Will or Trust
A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets, and benefit Foundation of Cal State Monterey Bay.
Naming Us in Your Assets
While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.
The IRA Gift (QCD)
The IRA charitable rollover (also called the Qualified Charitable Distribution, or QCD) is a great way to make a tax-free gift to Foundation of California State University, Monterey Bay.
Life Income Gifts
Support Foundation of Cal State Monterey Bay while generating income for yourself and your family. Learn how these gifts allow you to achieve both of these goals.
Bargain Sale
Receive immediate cash and make a gift to Foundation of California State University, Monterey Bay by selling to us a valuable asset, such as real estate, for less than it is worth.
