In your work as a professional advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to Cal Poly. Please use these tools as you help your clients with their charitable plans, and feel free to contact us for more information or assistance.
Tools for Professional Advisors
Legal name: California Polytechnic State University Foundation
Legal address: Heron Hall, Building 117, San Luis Obispo, CA 93407-0444
Federal tax ID number: 20-4927897
See the Benefits Today
Provide your clients with a free, no-obligation illustration of their gifts to Cal Poly with our Gift Illustrator tool. Instantly calculate deductions, tax savings and other benefits for multiple gift types.
Official Language for Including Cal Poly in a Will
If your clients are interested in supporting Cal Poly with a gift in their wills, we have provided sample bequest language that they can bring to their estate planning attorneys.
Partner With Us
We understand that gifts to charities such as Cal Poly can be an important part of your clients' overall financial and estate plans. That's why we're committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors and our gift planning staff — all working together to arrange the best gift possible.