The Easiest Way To Make An Impact
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. 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.
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.
Bequest Language (PDF)
- Contact Cal Poly's Office of Gift Planning at 805-756-7125 or firstname.lastname@example.org for additional information on bequests or to chat more about the different options for including Cal Poly in your will or estate plan.
- Seek the advice of your financial or legal advisor.
- 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
An Example of How It Works
"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
Watch this video to see how it works
See How It Works
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.