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
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)