Skip to Content

Provide for Your Loved Ones and Cal Poly

Charitable Lead Trusts

Discover which type of charitable trust best fits your estate plan with the FREE guide Trusts: Choose From 2 Win-Win Ways to Donate.

View My Free Brochure

Do you want to benefit from the tax savings that result from supporting Cal Poly, yet you don't want to give up any assets that you'd like your family to receive someday? You can have it both ways with a charitable lead trust.

How It Works
You give assets to a trust that pays Cal Poly an income for a number of years, which you choose. The longer the length of time, the better the gift tax savings for you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members down the line (typically children and grandchildren) at a minimal cost.

There are two ways charitable lead trusts make payments:
A charitable lead annuity trust pays a fixed amount each year to Cal Poly and is more attractive when interest rates are low.

A charitable lead unitrust pays a variable amount each year based on the value of the assets in the trust. With a unitrust, if the trust's assets go up in value, for example, the payments to Cal Poly go up as well.

eBrochure Request Form

Please provide the following information to view the brochure.

Learn How to Fund It

You can use the following assets to fund a charitable lead trust:

Gift Illustrator

Calculate Your Benefits

Submit a few details and see how a charitable lead trust can benefit you.

See My Benefits

  1. Contact Cal Poly's Office of Gift Planning at 805-756-7125 or plannedgiving@calpoly.edu to talk about supporting Cal Poly by setting up a charitable lead trust.
  2. Seek the advice of your financial or legal advisor.
  3. If you include Cal Poly in your plans, please use our legal name and Federal Tax ID.

Legal Name: California Polytechnic State University Foundation
Address: Heron Hall, Building 117, San Luis Obispo, CA 93407-0444
Federal Tax ID Number: #20-4927897

Discover which type of charitable trust best fits your estate plan with the FREE guide Trusts: Choose From 2 Win-Win Ways to Donate.

View My Free Brochure

Student Success

Female student standing in a workshop

Winning Competitions

Honors and Rankings

Two women holding up stickers that say Cal Poly Proud

A Growing List

Get Connected

Be Involved. Be Invested. Be Informed.

Your Impact

Where to Give

Horse in a field

Support Learn by Doing

Give Online

graduating students wear caps and gowns

Consider a Gift

A charitable bequest is one or two sentences in your will or living trust that leave to Cal Poly a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to Cal Poly, a nonprofit corporation currently located at Heron Hall, Building 117, San Luis Obispo, CA 93407-0444, or its successor thereto, ______________* [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Cal Poly or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our programs.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Cal Poly as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Cal Poly as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Cal Poly where you agree to make a gift to Cal Poly and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.