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The myriad ways in which you can make the difference in the life of one or many are made possible through gift planning at Cal State San Bernardino. By including CSUSB in your estate plans you can provide for loved ones and the University with a careful plan that may also create income for you and your family. Here we give you the tools to explore your options as you consult your financial and legal advisors. Of course, CSUSB's gift planning staff will assist you, answer questions and provide illustrations as you consider how to create your legacy.

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Charitable Annuity Trust With three small children in tow, Jack and Virginia Sexton came to San Bernardino in 1960 to pursue an opportunity in the equipment rental business. More on Charitable Annuity Trust >>.

Bequest in Living Trust for Foster Youth College-bound foster youth are the beneficiaries of a family trust formed by Mark Edwards and his wife, Lori. Emancipated youth, who have relied on the structure of foster care until adulthood, often do not go on to seek higher education. More on Bequest in Living Trust for Foster Youth >>.

Charitable Remainder Unitrust Known widely as a visionary regarding transportation issues in the Golden State, Bill Leonard, along with his wife Bobbie, fittingly created a legacy through CSUSB's Transportation Center in 2006. More on Charitable Remainder Unitrust >>.

Charitable Gift Annuity As the co-chair of CSUSB's fundraising campaign for the Palm Desert campus since the mid-90s, Betty Barker knows how crucial private support is to higher education in the Coachella Valley. More on Charitable Gift Annuity >>.

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

• View the donor stories.
• View a personal color story for yourself.
• Read the Weekly Article.
• View the Personal Finance Note for this week.
• Learn about personal finance news.
• Meet our gift planning staff. We are here to help you.
• Sign up for our free weekly personal finance newsletter.

Weekly Article

Planning for Your Loved Ones Margaret was in the last year of her battle with a long term illness. Coming to grips with this reality, she frequently spoke at luncheons about how she was dealing with this final phase of her life. More ...

ePostcard Article - A Gift that Gives Back for Years  ... Read Further...

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