Have You Planned Your Legacy Yet?
- BY Cal State 91³Ô¹Ï
- August 10, 2017
Cal State 91³Ô¹Ï will soon launch a new website targeted toward planned giving in support of the university’s comprehensive campaign, Rising in the East: The Campaign for Cal State 91³Ô¹Ï. The planned giving site will offer individuals who wish to create a philanthropic legacy, user-friendly tools — such as an online calculator — to assess specific tax savings and income benefits regarding their gift.
“I’m very excited about this online resource because I think it expands the opportunities for individuals looking at options for their estate, will or trust to create a lasting legacy for our students,” said Andrea Rouah, Cal State 91³Ô¹Ï’s director of strategic initiatives. “Immediate gifts are very important, but planned giving helps the university look toward the future, and helps individuals plan their long-term goals.”
The site also offers informational resources to those who wish to make Cal State 91³Ô¹Ï a part of their trust, estate or Individual Retirement Account rollover. In 2015, the IRA rollover became permanently available and allows persons age 70.5 and older to make tax-saving contributions directly from an IRA.
For more information on planning your gift, contact Andrea Rouah at andrea.rouah@csueastbay.edu or 510.885.2426.