Giving to Chico State

Making a Planned Gift

Overview of bequests and estate plan gifts

A bequest is a gift from your estate—a transfer of cash, securities, or other property made through your estate plans.

You can make a bequest to CSU, Chico by including language in your will or living trust leaving a portion of your estate to the University, or by designating CSU, Chico as a beneficiary of your retirement account or life insurance policy.

Remembering CSU, Chico with a bequest from your estate will help the University transform lives and the communities we serve in the years to come.

Some of the advantages of creating a bequest:

  • A bequest costs nothing now, yet gives you the satisfaction of knowing you have provided for CSU, Chico in the future.
  • You retain control and use of your assets during your lifetime.
  • You may modify your bequest if your circumstances change.
  • Gifts to CSU, Chico from your estate are exempt from federal estate taxes.
  • If you let CSU, Chico know of your plans, we will be able to thank you now and recognize you as a member of the Tower Society.

Making a bequest

A bequest to CSU, Chico can be made for a specific amount, for a percentage of your estate, or for all or a portion of what is left after you have made bequests to your family.

To make a gift to CSU, Chico from your estate, you must sign a new will or living trust instrument, add a codicil to your present will, or make an amendment to your present trust instrument. You will be asked to sign and submit a Declaration of Intent, which must be accompanied by a copy of the page of your will or trust that documents the gift.

To assist you in preparing your bequest, we have provided sample bequest language.

Naming the University as a beneficiary of your retirement plan or life insurance policy

To designate CSU, Chico as a beneficiary of a retirement plan or life insurance policy, contact your retirement plan administrator or life insurance company and complete the appropriate beneficiary designation form.

You can designate a specific purpose for your gift with a separate letter. Please contact your development officer or Advancement Services at 530-898-4405 or plannedgiving@csuchico.edu to ensure we properly document your wishes. 

Leaving your mark

Endowed funds may be established by bequest for many purposes.

Some possibilities include:

  • Fellowships to help us recruit and retain world-class faculty
  • Scholarships for deserving students
  • Programs that transform how we live, such as
    • academic and cocurricular programs
    • applied research programs
    • public service programs
  • Funds to support of strategic initiatives, such as sustainability, study abroad, diversity and inclusion, civic engagement, leadership development, public service, etc. 

A fund created by your bequest can carry your name, the name of a family member or other person you wish to honor, or the name of the area you wish to impact.

Please note: Establishing an endowed fund requires a minimum gift of $25,000. Please contact Advancement Services at 530-898-4405 or plannedgiving@csuchico.edu, if you are considering a bequest to establish an endowed fund.

Let us thank you! 

If you have included CSU, Chico in your estate plans, please let us know. We would like to thank you for your generosity, make sure the purpose of your gift is understood by the University, and recognize you as a member of the Tower Society.

Contact us

Advancement Services is happy to help you explore your options for bequests and estate plan gifts. You can contact us at 530-898-4405 or plannedgiving@csuchico.edu. You can also see our sample bequest language.

Those considering a planned gift should also consult their own legal and tax advisors. The staff in Advancement Services are happy to speak with advisors as well.

University Name and Tax ID Number 

  • The official name used for charitable giving to CSU, Chico is: 
    CALIFORNIA STATE UNIVERSITY, CHICO UNIVERSITY FOUNDATION
  • CSU, Chico's federal tax identification number is 95-1230865