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End of the Year Giving

End of year giving

Many of CSULB’s donors decide to make their contributions at the end of the year to ensure that they will receive the benefits of a charitable tax deduction. 

There are several ways in which donors may make a year end gift to CSULB:

Give Online

online

One of the easiest ways to make a year end gift is to contribute online. To do so, access our online giving site by December 31, 2011 to make your gift.

Mail

online

To send a check or credit card gift through the mail, print out and complete our Gift-Pledge Form.  Send your completed form and along with your check (payable to the “CSULB Foundation”) to the following address:

CSULB Foundation
6300 State University Drive, Suite 332
Long Beach, California 90815

Mailed gifts must be postmarked by December 31, 2011 to qualify for a 2011 charitable tax deduction.

Delivery

online

In some instances, donors prefer to personally deliver or use a courier service to have their gifts delivered to CSULB.  The delivery address for a courier service is as follows:

CSULB Foundation/Alumni Records
6300 State University Drive, Suite 324
Long Beach, CA 90815

Delivered gifts must be received by university staff before 1:00 PM on December 30, 2011 to qualify for a 2011 charitable tax deduction.

Phone

online

Donors may make a gift by using their credit card over the telephone.  The CSULB Foundation accepts Visa, MasterCard, and American Express.  Development staff will be available to accept your credit card gift during the holiday season.  To make a year end gift by phone during the week of December 26-30, please call 562/985-5299.

Stock/Securities

Some donors prefer the added tax benefits of giving long term appreciated securities. Stock gifts can be made through December 31, but must be initiated by your broker in sufficient time to clear before the close of business on the 30th.  In order that we may be certain to credit you for your stock gifts, please email Mary Ann Messing at MaryAnn.Messing@csulb.edu with the name, number of shares, and your contact information prior to initiating your stock transfer or fill out the Gift of Securities Notification Form and fax to 562/985-7951

Broker Information

Your broker will require the following information to affect your gift:

Rocky Suares
Wells Fargo Advisors, LLC
6700 E. Pacific Coast Highway, Suite 170
Long Beach, CA 90803-4217

Phone: 562/799-2179
Fax: 562/430-9295

Account Name: California State University Foundation
DTC wire transfer number: 0141
Account number: 17638286

The CSULB Foundation represents that it is qualified as a charitable organization and a 501(c)(3) non-profit public benefit organization (federal ID 95-6106694).

online

Office Hours

While most of the campus will be closed from December 25-January 1, the Development team will be available to assist donors in making their year end gifts throughout the holidays.

If you would like to contact a member of our Development staff, please call 562/985-5299 during our business hours.

Our business hours during the week of December 26-30 are:

  • Dec. 26, 2011, 9:00 AM – 4:00 PM
  • Dec. 27, 2011, 9:00 AM – 4:00 PM
  • Dec. 28, 2011, 9:00 AM – 4:00 PM
  • Dec. 29, 2011, 9:00 AM – 4:00 PM
  • Dec. 30, 2011, 9:00 AM – 1:00 PM