Strategies for Giving

You've decided to support the department, but you've just not sure which method is right for you?  The chart below will help you sort through your many options and the benefits to both you and Cal Poly.

Your Goal

Through This Vehicle

Your Benefits

Value To Cal Poly State University

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

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

Impact many generations to come

Create an endowment

Charitable deduction now

Income is generated to support your interest in perpetuity

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

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

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

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

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


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

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

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

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


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