Strategies for Giving
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Your Goal |
Through This Vehicle |
Your Benefits |
Value To Cal Poly State University |
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Make an immediate gift in the simplest way |
Mail a check today or make a gift online |
Claim an income tax deduction |
Gift will benefit students and campus immediately |
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Plan for a long-term contribution |
Make a pledge over several years |
Claim an income tax deduction each year you make a pledge payment |
Long-term pledge allows campus to plan future projects |
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Impact many generations to come |
Create an endowment |
Charitable deduction now |
Income is generated to support your interest in perpetuity |
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Avoid capital-gains tax in the stock market |
Contribute long-term appreciated securities |
Charitable deduction is based on full fair-market value and avoidance of capital-gains tax |
Securities can create endowments of life income gifts |
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Avoid capital-gains tax on a property sale |
Donate a residence, vacation home, land or farm |
Charitable deduction is based on full fair market value and avoidance of capital gain |
Cal Poly sells the property and benefits from the proceeds |
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Help others experience Learn by Doing |
Establish a scholarship |
Can be created with many gift options |
Lessens the financial burden for students to receive an education |
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Honor a loved one or friend |
Fund a named endowment or other naming opportunity |
Most tax-wise gifts can fund a permanent endowment |
Endowments can support students, faculty and campus programs |
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Defer a gift until after your lifetime |
Create a bequest |
Charitable gifts are exempt from federal estate taxes, meaning your full bequest will support Cal Poly |
You leave a generous legacy
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Donate your home or farm, while retaining use |
Make a gift of remainder interest |
Gain current tax deductions and estate tax savings |
After your lifetime, proceeds from sale of property benefit Cal Poly |
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Make a significant gift with minimal personal cost |
Donate a life insurance policy or retirement plan |
Gain current and possibly future tax deductions |
The program of your choice benefits |
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Receive guaranteed income |
Establish a charitable gift annuity |
Receive predictable income – partly tax-free – and tax deductions |
Remaining funds can support your passion on campus |
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Enhance income flow from an asset |
Create a charitable remainder trust |
Generate income for life, receive tax deductions and avoid capital-gains tax |
Remaining trust assets benefit your chosen program |
