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Business, Computer Science Students Benefit
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 Business, Computer Science Students Benefit >>.
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Foster Youth Target of Bequest
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 Foster Youth Target of Bequest >>.
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Transportation Center the Leonards' Legacy
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 Transportation Center the Leonards' Legacy >>.
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Palm Desert Leader Assures Scholarships
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 Palm Desert Leader Assures Scholarships >>.
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CSUSB Included in Living Trust
CSUSB has been at the center of Judy and Glenn Rymer's lives for more than 80 years combined. In fact, they're one of the earliest couples who can say, "I met my mate at Cal State." More on CSUSB Included in Living Trust >>.
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Founding Family's Bequests Convey Legacy
More than 25 years after John Pfau completed service as the founding president of Cal State San Bernardino the Pfau family announced that CSUSB is included in their various estate plans. More on Founding Family's Bequests Convey Legacy >>.
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Insurance Gift Expands Future for Scholarship
When Ward McAfee, one of the founding faculty members of Cal State San Bernardino and Dean Emeritus for the College of Social and Behavioral Sciences, wanted to increase the influence of his philanthropy at the university he decided on life insurance. More on Insurance Gift Expands Future for Scholarship >>.
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Employee, Alumna Makes CSUSB Beneficiary of Will
April Lane would be the first one to tell you that education was not her top priority when she was in high school. More on Employee, Alumna Makes CSUSB Beneficiary of Will >>.
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Part Gift and Part Sale
Sue and Jim Wilson bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale >>.
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Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>.
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Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>.
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CSUSB Beneficiary of IRA
Kat and Howard Grossman have long supported the arts at Cal State San Bernardino - especially the visual arts program, of which Kat is a 1983 graduate. More on CSUSB Beneficiary of IRA >>.
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Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, California State University, San Bernardino shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>.
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Major IRA Gift
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>.
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Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.
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Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>.
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Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.
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Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.
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The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.
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* These donor stories are for illustrative purposes. Each story is based on an actual gift case or a combination of cases. The pictures and names may be representative of the actual donors who were involved in either the cases or a combination of cases.
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