Giving to Chico State

Sample Bequest Language

Please share the following suggested bequest language with your personal legal or estate advisor. You can also download a printable version of the sample bequest language (PDF) (PDF)

  • University's legal name for charitable giving: California State University, Chico University Foundation
  • Tax Identification Number: 95-1230865

Bequest language by type of giving

Unrestricted Expendable Bequest

I hereby give [dollar amount/percentage of estate] to CALIFORNIA STATE UNIVERSITY, CHICO UNIVERSITY FOUNDATION, an educational institution, to support the objects and purposes of the university.

Unrestricted Endowed Bequest

I hereby give [dollar amount/percentage of estate] to THE BOARD OF GOVERNORS OF THE CALIFORNIA STATE UNIVERSITY, CHICO UNIVERSITY FOUNDATION (hereinafter, "the Board"), an educational institution. The property comprising this gift may, for investment purposes, be merged with any of the investment assets of CSU, Chico, but the gift shall be entered in the university's books and records as an endowed fund known as THE _____________ FUND (the "Fund").

The Board shall use the endowment payout from the Fund to support the objects and purposes of the university.

Expendable Bequest for a Specific Purpose

I hereby give[dollar amount/percentage of estate] to THE BOARD OF GOVERNORS OF THE CALIFORNIA STATE UNIVERSITY, CHICO UNIVERSITY FOUNDATION (hereinafter, "the Board"), an educational institution, to support:

  • College of Agriculture
  • College Behavioral and Social Sciences
  • College of Business
  • College of Communication and Education
  • College of Engineering, Computer Science, and Construction Management
  • College of Humanities and Fine Arts
  • College of Natural Sciences
  • Intercollegiate Athletics

—OR—

  • provide scholarships for undergraduate/graduate students
  • provide scholarships for students [enter desired college, major, population (e.g., first-generation, low-income, etc.)
  • provide support for the CSU, Chico library 

Endowed Bequest for a Specific Purpose

I hereby give [dollar amount/percentage of estate] to THE BOARD OF GOVERNORS OF THE CALIFORNIA STATE UNIVERSITY, CHICO (hereinafter, "the Board"), an educational institution. The property comprising this gift may, for investment purposes, be merged with any of the investment assets of CSU, Chico, but the gift shall be entered in the university's books and records as an endowed fund known as THE _____________ FUND (the "Fund").

The Board shall use the endowment payout from the Fund to support the:

  • College of Agriculture
  • College Behavioral and Social Sciences
  • College of Business
  • College of Communication and Education
  • College of Engineering, Computer Science, and Construction Management
  • College of Humanities and Fine Arts
  • College of Natural Sciences
  • Intercollegiate Athletics

—OR

  • provide financial aid for undergraduate/graduate students
  • provide financial aid for students [enter desired college, major, population (e.g., first-generation, low-income, etc.)
  • provide support for the CSU, Chico library 

To Prepare for the Unexpected

Inclusion of the following language is optional, but suggested, in order to ensure that a bequest designated for a specific use will always remain productive if circumstances change unexpectedly.

If, in the judgment of the Board, changed circumstances should at some future time render the designated use of this gift no longer appropriate, then the Board shall use the gift to further the objects and purposes of CSU, Chico, giving consideration to my special interest as evidenced by the purposes described above.

For More Information

For more information or for specific suggested bequest for an endowment or a particular designation, please contact Advancement Services at 530-898-4405 or plannedgiving@csuchico.edu.