Planned and Estate Gifts

Gifts for the Future

There are many ways you can support Chico State. The Office of Planned Giving can help our alumni, parents, and friends make a future gift in their estate or a current gift that provides lifetime income. Our staff will help donors establish a gift plan that is carefully designed to meet your financial and personal objectives, and express your philanthropic interests.

A variety of gift plans may reduce or eliminate capital gains taxes, income taxes, and estate taxes. In addition, some plans may provide an income for life. Below are samples of the type of planned and estate gifts donors can make.

To learn more about these ways to give contact Gary Salberg at 530-898-5297 or gsalberg@csuchico.edu. Information and tools for advisors can be found here.

Bequests by Will or Living Trust

A gift to Chico State that specifies an amount or a percentage of an estate.

Life Insurance

A life insurance policy that names Chico State as a beneficiary.

Charitable Gift Annuities

Transfers of cash, securities, or other property to Chico State that provide income tax deductions and stable income for life.

Charitable Remainder Trusts

Transfers of cash, securities, or other property to Chico State and receive income for up to 20 years.

Charitable Lead Trusts

A trust designated to make fixed payment to Chico State for a specified term, measured either by someone's life or a selected number of years. After the term ends, the assets of the trust are either returned to the donor or their survivors.

Donor-Advised Fund

An individual, family, or corporation that makes an irrevocable, tax-deductible contribution to Chico State and at any time thereafter can recommend distributions to campus programs.

Retirement Accounts

A retirement fund or IRA that names Chico State as a beneficiary.

Kendall Hall