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Ways to Give

Students

CBA Fund

Your gifts to the CBA fund, or to the Annual Fund (when designated for the College of Business Administration), have an immediate impact, enhancing many of the College’s most critical operational priorities.

Your unrestricted annual gift helps:

  • Bridge the funding gap between state appropriations and college support needs.
  • Make flexible resources available for strategic initiatives.
  • Increase student scholarships.
  • Provide new faculty research and curriculum support.
  • Expand student leadership development.
  • Provide career services for students and alumni.
  • Enhance educational technologies.

To give to the CBA Fund click on the gold “Give Now “ button to the left and select the College of Business Administration.

Matching Gifts

Gifts of any size are appreciated and all gifts are tax-deductible.  If your employer offers a charitable gift matching program, you can increase the size of your gift.  Most companies who offer a matching gift program provide this information through their Human Resource Department.  For more information about the benefits of unrestricted annual gifts or to see if your company has a matching gift program, please contact Ryan McKinney, Director of Development, at 562-985-2264 or rmckinne@csulb.edu.

Named Endowments

Contributions earmarked for a named endowment serve to support the College of Business Administration in an ongoing effort to become a leader in the CSU system in business education.  Funds are distributed in targeted ways designed to materially improve the College’s performance.

The College offers the following naming endowment opportunities:

Planned Gifts

Planned gifts offer an opportunity to invest in the College of Business Administration today without sacrificing the current income you receive from your personal investments.  Successful estate planning addresses family considerations and major tax concerns while providing significant support to the College. 

The benefits include:

  • Income to you and/or another beneficiary for life
  • Charitable income tax deductions
  • Avoidance of all or a portion of capital gains tax on appreciated property

Establishment of a planned gift also qualifies donors for membership in our Legacy Society.  Actions today will positively impact the future of the College.  By remembering us in your will, trust insurance policy, retirement plan or with a life income gift, you can create a significant ongoing legacy such as an endowed faculty chair or endowed scholarship.  Simply advise us that the College is included in your estate plan to become a member of the Legacy Society.  Wording/language for these type of gifts can be found on the Estate & Gift Planning Website.

A donor may make a planned gift to the College through a variety of plans:

  • Bequests –to the College of Business Administration are deductible for estate and tax purposes and have no limitations. 
  • Charitable Gift Annuity – A fixed distribution rate for your retirement years.
  • Charitable Remainder Trust – Referred to as the “last great tax shelter”, this can help you support the College and your heirs.
  • Charitable Lead Trust – You “lend” assets to the College so that you can pass those assets to your heirs at greatly reduced levels of estate taxation.
  • Life Insurance – Offers an attractive way to leverage low premium payments to make a major gift to the College.  By naming the College of Business Administration an irrevocable beneficiary and owner of a policy, you obtain an immediate tax charitable deduction for fully paid policies with cash surrender value.
  • Real Property and Gifts In-Kind – Make an outright donation of such assets as closely held stock, land, equipment and other forms of property to receive an income tax donation.

Because of the tax and legal aspects of life income gift arrangements, it is advisable to include your accountant and attorney in any gift planning.

For more information please contact Ryan McKinney, Director of Development, at 562-985-2264 or rmckinne@csulb.edu.

IRA Roll-Over Options

The financial bailout legislation signed by the President on October 3, 2008 included an extension of the charitable IRA rollover that expired at the end of 2007.  The rollover provisions have not been made permanent, but extended for two more years, retroactive from the beginning of 2008 to the end of 2009.
The rollover allows a donor to direct the custodian of his or her IRA to make a distribution from the IRA directly to charity, without the distributed funds being included in the donor’s gross income. This is highly advantageous because the income tax deduction for charitable deductions is limited to a percentage of adjusted gross income (AGI) and even those limited deductions are phased out as a donor’s AGI increases.
Important points to remember:

  • Donors must be age 70 ½ or older at the time of the distribution to the charity.
  • Distributions must be made directly from the IRA to charity.
  • The charitable distribution counts towards required minimum IRA distributions.
  • Direct distributions to the charity are not included in the donor’s gross income.
  • Distributions are limited and cannot exceed $100,000 per donor per year.
  • The rollover is for outright gifts only and cannot be used to fund charitable remainder trusts or charitable gift annuities.  Distributions to private foundations, donor advised funds or supporting organizations also do not qualify.

For more information about charitable IRA rollovers, please contact College of Business Administration Director of Estate and Gift Planning Susan Knopick, CSPG .  You can reach Susan at 562-985-5159 or sknopick@csulb.edu.

Gifts of Support for Faculty

Endowed Faculty Chairs and Endowed Professorships build the reputation of the College of Business Administration and are evidence of strong commitment to academic achievement.  They foster a sense of tradition and reward our best faculty with the tools to become more productive.

To support the efforts of faculty and help us recruit, retain and reward the faculty excellence that increases our standing and benefits our constituents, consider supporting one of the following:

  • Endowed Chairs are awarded to department chairs and superior faculty to enhance their scholarly efforts and research.  The award provides the support necessary to attract talented faculty and enhance programs that in turn create outstanding programs for students.  Typical funding for establishing an endowed chair is $1,000,000.
  • Endowed Professorships are awarded to outstanding faculty members to reward and enhance scholarly efforts.  The award allows the College to bring in talented faculty and provide the foundation for superior student learning.  Typical funding for establishing an endowed professorship is $500,000.

For more information please contact Ryan McKinney, Director of Development, at 562-985-2264 or rmckinne@csulb.edu.

Gifts of Support for Centers

Centers of excellence enable the college to ensure a superior academic program.  Currently we are focusing on our Ukleja Center for Ethical Leadership that was created in 2005 as a university center.  It is housed in the College of Business Administration with a goal of providing positive solutions to ethical challenges facing our society.  The Center has a three-pronged approach to applied ethics.  It focuses on university research, education and community outreach through discovery, development and dissemination of knowledge.

For more information please take a look at the Ukleja Center for Ethical Leadership website.

Gifts in Support of Students

Providing student assistance in the form of scholarship is a priority at the College of Business Administration.  Our impressive and diverse student body is active in numerous organizations and leadership opportunities.  A significant number of our students are first-generation college students; their success is our success and the College supports their efforts in every way possible.  With your help, students will have the opportunity to reach their full potential.

Endowed Scholarships are merit-based and awarded to deserving undergraduate students based on criteria set forth by the donor.  A named endowed undergraduate scholarship can be created with a minimum gift of $50,000 and a graduate scholarship with a minimum gift of $100,000.

Other Ways of Giving

Student organizations are a vital aspect of the College of Business Administration experience, creating networks and fostering the skills that ensure quick integration into corporate settings.  Our student organizations are united in ABSOC, the Associated Business Students Organization Council.  Comprising 12 student led organizations, ABSOC has been voted “best student government organization” at California State University, Long Beach for three of the past five years.  Our business student organizations appreciate the unique perspective of corporate representatives and welcome corporate participation as guest speakers or mentors.  For information on speaking opportunities or to sponsor one or more of these dynamic student groups, please contact Dr. Jeane R. Caveness, Assistant Dean of Students at 562-985-7545.

Support the CBA

Regardless of designation, your gift helps support the academic efforts of all the students in the College of Business Administration (CBA) at California State University, Long Beach.  Charitable giving today ensures future benefits for generations to come.  By supporting faculty excellence, superior academic programs, student scholarship, world-class educational facilities and forward-looking management initiatives, your contribution enhances the entire CBA experience.

If you wish to learn more about how you can support the College of Business Administration establishing an endowment, please contact the CBA, Office of Development at 562-985-2264.

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Ways to Give