Giving Options

A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets, and benefit CSU Bakersfield.

While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.

The IRA charitable rollover (also called the Qualified Charitable Distribution, or QCD) is a great way to make a tax-free gift to California State University, Bakersfield.

Learn about gifts that allow you to give to California State University, Bakersfield while generating income for yourself and your family.

Make a substantial gift to California State University, Bakersfield in the form of fixed annual payments and pass assets to your family or other heirs at reduced tax cost.

Donate your home, farm or a second home to CSU Bakersfield and receive an immediate income tax charitable deduction, while retaining the right to live in your home for the rest of your life. If you itemize your deductions instead of taking the standard deduction you could save significant income taxes.

Receive immediate cash and make a gift to California State University, Bakersfield by selling to us a valuable asset, such as real estate, for less than it is worth.

Giving appreciated stock that you have owned for more than one year is one of the most tax-advantaged ways to make charitable gifts. With careful planning, you can reduce your capital gains tax while supporting California State University, Bakersfield.

A gift of your retirement assets, such as an employee retirement plan, IRA, or tax-sheltered annuity, is an excellent way to make a gift. A gift of these assets can shield your heirs from taxes while funding CSU Bakersfield's future.

Life insurance is a valuable asset for making a charitable gift. You can make a gift of a life insurance policy without diminishing other investments or assets earmarked for family members.

A gift of real estate allows you to preserve your cash assets, receive tax and income advantages, and make a significant charitable gift to CSU Bakersfield.

A gift of artwork, coins, antiques, or other personal property can be an excellent way to support CSU Bakersfield.

A donor-advised fund can provide you with immediate tax benefits while making your charitable giving easier for years to come. Might a donor-advised fund be right for you? Here’s how it works.