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)
Frequently Asked Questions Regarding Gifts of Securities (PDF)
How to Make a Gift VIA Wire Transfer (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 Charitable Rollover
Making a Gift From an IRA to Cal Poly (PDF)
Real Property
Six Options for Donating Real Property (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)
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. 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. 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. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.
