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Planned Giving

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Planned Giving Director

Stacy Cannon
Stacy Cannon
(805) 756-7125 cscannon@calpoly.edu

Learn More About:

Endowments

Wills & Bequests

Life Income Gifts

Gifting Securities

Inquiry Form

Thank you for considering a gift to Cal Poly.

With careful planning, you can enjoy a variety of tax benefits while supporting Cal Poly students.

To help ensure a promising future for Cal Poly’s renowned Learn-by-Doing education, we can tailor a plan that works for you and your heirs. If you would like more information, please fill out the form below, or contact us by phone at 800-549-2666 or e-mail at plannedgiving@calpoly.edu.

Any information you choose to provide will be held in confidence and will in no way obligate you.

Request Information Form

1. I would like to learn more about (check all that apply):

Including Cal Poly in my will
Gifts that generate lifetime income for me, my spouse or an heir
Making a donation of stocks or appreciated securities
Making a gift with my IRA
Making a gift with an insurance policy
Donating my home – and how I can live there during my lifetime
Outright gift of real estate
A gift of cash
An endowment that benefits Cal Poly students into perpetuity

2. I have already included
Cal Poly in my estate planning through (check any that apply):

My Will
A Living Trust
A Charitable Remainder Trust
Other

3. Preferred contact method: EMAIL PHONE

4. Best time to call me: (if applicable)

5. Prefered Phone Number:

6. Best days of the week are (check all that apply):

Monday
Tuesday
Wednesday
Thursday
Friday

My Contact Information:

Name:

Home Phone:

Cell Phone:

Work Phone:

Email:

Address:

City:

State/Provence:

Postal Code:

Please note: This information is strictly confidential, between you and Cal Poly’s Planned Giving team. Thank you for remembering Cal Poly and supporting the learn-by-doing education here.