Transform lives: Support students through scholarships, provide for faculty research and the development of new knowledge, enrich the learning environment with new equipment and facilities...

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.

Wills Guide Presentation

Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos.
Click here to learn more.

IRA Rollover Gifts

If you are over age 70½, you may rollover up to $100,000 annually from your IRA to our organization. To learn more about IRA Rollover Gifts, click the Launch button to watch a brief video.

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 >>.

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 Personal Planner.
• 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.

Personal Planner

Perils of Probate Business Owner passed away on April 5, 1976, with an estate of $2.5 billion. Many persons appeared claiming "I am Business Owner's heir" and submitted wills with themselves as beneficiaries. More ...

• View the latest charitable tax news.
• Research charitable tax questions.
• Calculate a charitable deduction.
• Sign up for the free weekly charitable tax e-newsletter.