Learn how you
Make Learn by Doing Your Legacy
Cal Poly’s Office of Planned Giving 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 Poly 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 Poly than ever envisioned. Use the information on this web site to explore your options, including gifts made through appreciated stock, real estate, bequests, qualified retirement assets, life insurance policies, charitable remainder trusts, charitable gift annuities, retained life estates, memorial funds and named endowments.
Click here for the current form to make a gift to Cal Poly from your IRA
Enjoy the exploration. Then contact us.
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 Poly provides the best match for your financial situation.