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A Gift in Your Will or Living Trust

Interested in helping Cal Poly ensure that educational opportunities are available to future generations of students  but feel overwhelmed by the thought of writing another check or giving up your assets today? A simple, flexible and versatile way to ensure we can continue our work for years to come is a gift in your will or living trust, known as a charitable bequest.

By including a bequest to Cal Poly in your will or living trust, you are ensuring that we can continue our mission for years to come.

Ready to start planning today? View and download your FREE copy of A Guide to Making Your Will: Direct Your Assets to the People and Causes You Care About Most.

View My Free Brochure

Gifts That Pay

Your payments depend on your age at the time of the donation. If you are younger than 60, we recommend that you learn more about your options and download this FREE guide Plan for Retirement With a Deferred Gift Annuity.

Next Steps

  1. Contact Cal Poly's Office of Gift Planning at 805-756-7125 or plannedgiving@calpoly.edu for additional information on bequests or to chat more about the different options for including Cal Poly in your will or estate plan.
  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

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Not Sure How to Begin Planning?

Download our FREE Personal Estate Planning Kit Personal Estate Planning Kit: Lesson Book and Record Book

A Gift to Honor Life-Changing Lessons

Robin Baggett"The greatest lesson I learned in my life was from my Cal Poly baseball coach," says Robin Baggett. "When I was competing for a starting position, he told me, 'Whatever you may lack in ability, you can make up for with desire and hard work.'"

Robin graduated from Cal Poly in 1973 with a degree in business administration, was president of Cal Poly's Associated Students, Inc., and was the starting catcher on the baseball team, where he earned two-time All-Conference and Most Valuable Player honors.

Two successful careers later—first as an attorney, now as a vintner—he still believes desire and hard work will pay off every time and is supporting Cal Poly Baseball so future generations can learn the same through the challenges of athletic competition. In recognition of his support to Baggett Stadium, that world-class facility was named in his honor. And to further establish his legacy at Cal Poly, he has set up a provision in his will that will provide for Cal Poly Baseball after his lifetime.

Learn how to add Cal Poly's custom bequest language to your will or living trust.

Useful Bequest Information

Legacy Gift Planning (PDF)
Declaration of Intent for Estate Gift (PDF)

Not Sure How to Begin Planning?

Download our FREE Personal Estate Planning Kit

Learn How to Fund It

You can use the following assets to fund a bequest:

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 potential 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 may qualify for a federal income tax charitable deduction when you itemize. 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 may qualify for a federal income tax charitable deduction when you itemize. 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.

eBrochure Request Form

Please provide the following information to view the brochure.