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Resources

  1. Planned Giving
  2. Resources

Bequests

Legacy Gift Planning (PDF)
Sample Bequest Language (PDF)
Declaration of Intent for Estate Gift (PDF)

Endowments

Investing in Cal Poly's Future (PDF)
Endowed Faculty Positions (PDF)
TIAA Kaspick Overview—Get to Know Our Investment Managers (PDF)
Endowment Gifts (PDF)

Supporting Students

Supporting Students (PDF)
Scholarship Inquiry Form (PDF)
Scholarships (PDF)
Cal Poly Scholars (PDF)

Appreciated Securities

How to Make a Gift of Appreciated Securities (PDF)
Transfer Instruction for Privately Held Stock (PDF)
FAQ Regarding Gifts of Privately Held, Family, Restricted or Venture Securities (PDF)

Charitable Gift Annuities

Charitable Gift Annuity Disclosure Statement (PDF)
Life Income Gifts (PDF)

Charitable Remainder Trusts

Determine the Payout Rate for Your Trust (PDF)
Gifts of Real Property Funding Charitable Remainder Flip Unitrusts (PDF)
Life Income Gifts (PDF)
TIAA Kaspick Overview—Get to Know Our Investment Managers (PDF)
Funding Charitable Remainder Flip Unitrusts (PDF)

IRA Qualified Charitable Distribution

Making a Gift From an IRA to Cal Poly (PDF)

Real Property

Gifts of Real Property Funding Charitable Remainder Flip Unitrusts (PDF)
Six Options for Donating Real Property (PDF)

Outright Gifts

How to Make a Gift VIA Wire Transfer (PDF)

IRS Forms and Publications

Tax ID Letter (PDF)
IRS Publication 526, "Charitable Contributions" (PDF)
IRS Publication 561, "Determining the Value of Donated Property" (PDF)
IRS Form 8282, "Donee Information Return" (PDF)
Instructions for Form 8283 (PDF)
IRS Form 8283, "Noncash Charitable Contributions" (PDF)

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Federal tax ID number: 20-4927897

Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.Privacy Policy | Cookie Policy

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    • Federal tax ID number: 20-4927897

Office of Gift Planning

plannedgiving@calpoly.edu
Toll Free: 800-549-2666

Cal Poly
1 Grand Avenue, San Luis Obispo, CA 93407
805-756-1111

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