Gifts That Are Simple, Straightforward, and Direct Gifts That Give Back: Do More for Charity and for Yourself Flexible Gifts You Can Change or Revoke Whenever or However You Choose Some of the Best Gift Ideas Can Be Overlooked Unless You Consider Other Ways to Give
Cash Securities Closely Held Stock Tangible Personal Property Read more about outright gifts... Charitable Remainder Annuity Trust Charitable Remainder Unitrust Read more about life income gifts... Bequest Revocable Living Trust Retirement Plan Assets Read more about revocable gifts... Donor Advised Fund IRA, 401(k), other Pension Assets Retained Life Estate Charitable Lead Trust Life Insurance Read more about other gifts...
Thank you for taking a moment to visit our planned giving website. If you're interested in learning about some of the creative ways to support Cal Poly Pomona, click on one of the menu items to the left. You'll be linked to easy-to-understand passages that explain the concept you've selected.
Generally speaking, planned gifts represent gift options that can be designed to meet your personal philanthropic and financial goals. Some planned gifts, such as a gift in your will, require no current outlay of funds at all. And other planned gifts, including the charitable remainder trust, make it possible to support our work, enjoy a tax deduction, and receive a lifetime income at the same time.In this unpredictable and challenging economic climate, a planned gift can be a rewarding way to make a difference in others’ lives. Please contact us if we can provide more information or help you in any way.
P.S. We invite attorneys, CPAs, financial planners, and other professional advisors to click the “Professional Advisors” link to use our Planned Giving Answers Online program. It provides more detailed information about planned giving concepts and techniques.
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Benefit From a Retirement Strategy
Building wealth for retirement takes many years—for most of us, our entire working life. Those who are still working may find it hard to imagine that the road to retirement actually comes to an end. Those nearing the end of a lifetime of work may be surprised at how quickly retirement has arrived! Whether you are building a retirement nest egg or already enjoying retirement, you and your heirs can benefit from a sound retirement strategy. And as you structure and implement your plans, it is helpful to remember that retirement assets can also be used to meet charitable goals.