| Ways to Give |
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In giving to CSUSB, you decide how and where best to direct your gift. CSUSB accepts a wide range of gifts,
ranging from cash to stock donations, with immediate to long-term commitments. The Development Office and the
Foundation for CSUSB helps to ensure that as many options are open to your generosity as possible. In Kinds of
Gifts you will find a listing of gifts that can be accepted by CSUSB, and how to give in the way best for you.
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CSUSB is open to and appreciates all gifts made discretionary to the university. Additionally, gifts may
be directed to university campaigns, colleges, departments, centers, scholarships and other affiliated programs.
The University ensures that your money is put to the designated use.
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| Kinds of Gifts |
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The successful growth of California State University, San Bernardino (CSUSB), is heavily dependent on partnerships
with our community and personal support from individual donors. There are many ways to provide this support and
extend the margin of excellence in CSUSB's academic life. Here is a summary of the many ways to give:
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Checks*: Writing a check is an immediate way to support the entire university, or a special program in which you are interested.
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Credit Cards**: Using your Visa or MasterCard to make a gift is a growing convenience for donors.
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Matching Gifts: Visit your employer's human resources office to see if your employer matches employee gifts.
You may be able to significantly increase the value of your total gift to CSUSB with a matching gift from your employer.
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Stocks: Giving stock is an excellent way to support CSUSB. You avoid capital gains taxes and get full value as a charitable deduction.
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To transfer your stock electronically, send a letter to your broker or banker stating you wish to transfer securities
to CSUSB. Specify the type of stock, the number of shares that you are donating, whether your gift is unrestricted
or for a specific purpose, and the date by which the gift should be transferred (two to three business days is normal).
Your letter should also include the following information:
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| CSUSB Foundation Brokers' |
Morgan Stanley |
Charles Schwab |
| Account Name: |
Foundation for CSUSB |
Foundation for CSUSB |
| Account Numbers: |
208-055-390-090 |
2185-3713 |
| Send to the Attention of: |
David Altman |
Jeff Sharpe |
| Phone Number: |
909/793-2763 |
909/921-0750 |
| CSUSB Foundation TAX ID No: |
95-6067343 |
95-6067343 |
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Contact the Foundation for CSUSB at 909/537-5918 for transfer instructions if your stocks are in certificate form.
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Bequests:Making a bequest in your will or living trust is a common and efficient avenue of support.
You make a contribution without reducing your assets during your lifetime. The bequest can take the form
of a specific dollar amount, a percentage of your estate, or a particular asset.
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Charitable Trusts:Establish a charitable trust (charitable remainder trust, charitable lead trust,
charitable remainder annuity trust) and you may receive income for life from the trust assets. You will also
gain significant tax benefits that could include reduction of capital gains taxes as well as an immediate
tax reduction. Funding a charitable trust with highly appreciated assets such as real estate or stocks is ideal.
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Charitable Gift Annuities:CSUSB is part of the California State University Foundation Gift Annuity
Consortium, offering competitive rates for gift annuities. In return for your gift, you receive annual
payments, a part of which is tax-free. The rate of return may be significantly higher than many other
fixed-income investments. Gift annuities may be funded with cash or marketable securities and they provide
significant tax benefits.
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Retirement Plans:You may designate CSUSB as a beneficiary for an IRA, TSA, Keogh Plan 403(b), 401K
and other qualified pension and profit-sharing plans.
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Life Insurance:Gifts of life insurance provide a way to make a sizeable gift at a relatively low cost.
Such a gift can be made by either delivering and assigning ownership of the policy to the institution or naming
the institution as the beneficiary. An outright gift of a paid life insurance policy naming CSUSB as the
irrevocable owner and beneficiary, allows an immediate tax deduction equal to the replacement value of the
policy. Partially paid-up policies allow for a tax deduction equal to the cash surrender value of the policy.
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Real Estate:An outright gift of a residence, vacation home, ranch, commercial building or vacant
land (entirely or fractional interest) can be an excellent way to support CSUSB. You can also "gift" your
personal residence and retain life interest-gift of life estate - the ability to live in it for the remainder
of you and your spouse's lives. This also applies to second or vacation homes that are used as personal residences.
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Tangible Personal Property:Gifts of tangible personal property may consist of furniture, equipment,
books, gems, precious metals, art, stamps, coins, fixtures or nearly any kind of property. Such gifts are
often designated for a specific use within the university.
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*To make a gift by check, make your check payable to the Foundation for California State University,
San Bernardino. In the memo section of your check designate if the gift is to be used to support the
university or a specific program. Please mail it to the Office of Development, California State University,
San Bernardino, 5500 University Parkway, San Bernardino, California 92407-2397.
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**To make a gift by credit card please visit our web site and follow the
instructions for making a gift online. Or, if you prefer, please call the Advancement Services Office at
909/537-5006 to make a credit card gift by phone.
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For more information on any of the other ways to give to CSUSB, please contact the Office of Development
at 909/537-5005. We strongly recommend that you also confer with your attorney and financial advisors to
assist you in selecting the best gift opportunities for you and your family.
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