Donors

Considering a gift? We can help.

Free resources

The following brochures provide additional information on a variety of gift plan options. Choose as many titles as you wish. We are happy to send them via mail or email.

Choose one or more:
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Writing or updating your will can feel overwhelming. Let us help you simplify the process by sending you our free Will and Estate Planning Guide, designed to walk you through the process of considering your goals, determining how you want your assets distributed, and organizing the relevant documents.

Will and Estate Planning Guide
Please send me your Will and Estate Planning Guide. I am currently:

Will and Estate Planning Guide Request

Additional Brochures
In addition to the Will and Estate Planning Guide, please send me the following brochure(s):

Additional Brochures
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If you would like a personalized gift calculation, please select the gift you are considering and fill out the information below.

Select the assets you are thinking about using to fund the gift:

Gift Amount

Age or birth date(s) of each beneficiary

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Download Gift Intent Form

Making a gift in your will or living trust or with a beneficiary designation?

Recommended Language for Charitable Gifts Through Estate Plans

Legal name: California State University, Bakersfield Foundation

Address: 9001 Stockdale Hwy, Mail Stop: 19AW Bakersfield, CA 93311

Tax ID number: 95-2643086

Unrestricted expendable bequest language:

“I give ______________________ (% of estate or specific dollar amount) to the Board of Directors at California State University, Bakersfield Foundation, doing business as California State University, Bakersfield, in Bakersfield, California, to support the mission and vision of the University.

Unrestricted endowed bequest:

“I give ______________________ (% of estate or specific dollar amount) to the Board of Directors at California State University, Bakersfield Foundation, doing business as California State University, Bakersfield, in Bakersfield, California, to support its Endowment Fund relating to its mission and vision. The net appreciation therefrom, as defined by the Uniform Prudent Management of Institutional Funds Act, is to be disbursed by CSUB’s Board of Directors.

Expendable bequest with restriction:

I give ________________________ (% of estate or specific dollar amount) to the Board of Directors at California State University, Bakersfield Foundation, doing business as California State University,Bakersfield, in Bakersfield, California to support the _________________ (name of school, department,center, or institute).

Endowed bequest with restriction:

I give __________________________ (% of estate or specific dollar amount) to the Board of Directors at California State University, Bakersfield Foundation, doing business as California State University, Bakersfield, in Bakersfield, California, to support its Endowment Fund with the purpose of supporting the _____________________ (name of school, department, center or institute). The net appreciation therefrom, as defined by the Uniform Prudent Management of Institutional Funds Act, is to be disbursed by CSUB’s Board of Directors.

Download Bequest Language Form