Welcome to Legacy Planning at Cal State Long Beach. This is our temporary page and our new website will be coming soon. Thank you for your patience during this process.
Did you know you can create your own legacy at Cal State Long Beach — a legacy of transforming futures and creating opportunities for generations? When you include us in your legacy plans, you ensure that the promise of higher education is within everyone’s reach. The Legacy Planning team would be honored to assist you in planning the impact you would like to make.
- You leave a lasting legacy to be remembered
- You lessen the burden of taxes on your family
- You may receive estate tax savings
A "bequest" is the legal term for a gift made in your will or living trust. A bequest is one of the easiest gifts to make. With the help of an attorney, you can include language in your will or trust specifying a gift be made to family, friends or California State University, Long Beach as part of your estate plan. Be sure to tell us how to use the funds when they arrive many years from now. The simple form below will assure CSULB can carry out your wishes.
Download the Instructions form and let us know how to use your gift
Fill out the online form and let us know how to use your gift
EDIT TO THE INSTRUCTIONS ONLINE FORM:
These instructions declare my charitable intent to support Cal State Long Beach. I understand that this information is confidential and the University does not consider it a pledge of funds. I may modify or revoke the plans at any time and will notify the University in writing if my plans change. I understand the estimated value stated here may change before the gift arrives. This information will be used only to assure the estate gift is applied according to my wishes when the funds arrive many years from now. I understand that the Legacy Planning team at CSULB may contact us from time to time about our plans have not changed.
If you prefer to mail in your instructions, click here to download a copy of the Instructions for My Legacy Gift to CSULB form.
A bequest can be made in several ways:
- You can gift a specific dollar amount or asset
- You can gift a percentage of your estate
- You can gift from the balance or residue of your estate
- You can make a beneficiary designation of certain assets
THANK YOU for including a gift to California State University, Long Beach in your estate plan. Your deferred gift secures the future for generations of students and faculty and assures that we can continue to provide an affordable education to the next generation.
Designations to California State University, Long Beach should be made through the campus auxiliary foundation that can accept philanthropic gifts. We suggest that you use the following language in your will, trust, insurance policies or retirement accounts:
To the CSULB 49er Foundation (Federal Tax ID # 45-2163910),
to be used according to my letter of instruction on file with the University.
Developing a letter of instruction will allow you to redirect all or a portion of your gift to various purposes at the University without having to change your estate documents.
Informing us about your gift today – even if you wish to remain anonymous – assures that your gift is administered according to your wishes when it arrives many years from now. Just return the form, “Instructions for My Legacy Gift to CSULB” Please be sure to indicate on the form whether you want recognition. We will keep your gift highly confidential at your request.
Mail your instructions form to our office:
California State University Long Beach
Legacy Planning
1250 Bellflower Blvd., BH 387
Long Beach, CA 90840
Have questions or need assistance? Call or click now!
Legacy Planning team (562) 985-5489
Email: legacyplanning@csulb.edu
