What is a Planned Gift?

Planned gifts fall into two major categories:

  1. Gifts Through Your Estate
    • Bequests do not require a minimum dollar amount or asset type
    • You can change your bequest at any time.
    • Your estate receives a charitable tax deduction.
    • You leave a permanent legacy to CSU Channel Islands.
  2. Gifts During Your Lifetime
    • Your assets can fund a gift that will provide life income, such as a Charitable Gift Annuity or Charitable Remainder Trust.
    • You receive an immediate charitable tax deduction.
    • You can receive monthly income from this type of gift.
    • You leave a permanent legacy to CSU Channel Islands.

The details of making a planned gift can seem complicated. Let us help you! Our planned giving team can help donors like you, who want to create a lasting legacy at CSU Channel Islands. For more information, visit the CSUCI Planned Giving website.

To discuss your plans in specific detail, contact Grace Robinson, Esq., Director of Planned and Major Gifts, at 805-437-3615 or via email at grace.robinson@csuci.edu