Planning Makes a Difference

Estate planning is simply providing guidance about your wishes and your legacy. Almost everyone needs an estate plan. It is not just for the ultra wealthy. Even in a modest estate, it is important to arrange for its careful handling and disposition. Perhaps the most important reason for making an estate plan, however, is that it gives you the peace of mind that you're doing all you can to benefit those you care about most. Without eroding the estate, planned gifts may cut the taxes imposed on it.

Planned giving allows you to transfer your values as well as your valuables to the next generation.

Your gift plan with The University Foundation, CSU, Chico, is carefully designed to meet your unique financial and personal objectives. A variety of gift plans may reduce or eliminate your capital gains, income, or estate taxes. In addition, some plans may also pay you a lifetime income stream.

Consider these immediate advantages of various gift plans:

• Current income tax deduction
• Avoidance of long-term capital gains
• Increasing your income and effective rate of return

For example, planned gifts designed for life-income allow you (and/or another beneficiary, if you wish) to receive an income from the investment of the assets you have donated, as well as an income tax deduction.

We invite you to explore your Planned Giving Options.