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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.