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 please contact Grace Robinson, Esq., Director of Planned and Major Gifts at 805-437-3615 or via email at grace.robinson@csuci.edu.