Have You Planned Your Legacy Yet?

  • BY Cal State East Bay
  • August 10, 2017

Cal State East Bay will soon launch a new website targeted toward planned giving in support of the university’s comprehensive campaign, Rising in the East: The Campaign for Cal State East Bay. The planned giving site will offer individuals who wish to create a philanthropic legacy, user-friendly tools — such as an online calculator — to assess specific tax savings and income benefits regarding their gift.

“I’m very excited about this online resource because I think it expands the opportunities for individuals looking at options for their estate, will or trust to create a lasting legacy for our students,” said Andrea Rouah, Cal State East Bay’s director of strategic initiatives. “Immediate gifts are very important, but planned giving helps the university look toward the future, and helps individuals plan their long-term goals.”

The site also offers informational resources to those who wish to make Cal State East Bay a part of their trust, estate or Individual Retirement Account rollover. In 2015, the IRA rollover became permanently available and allows persons age 70.5 and older to make tax-saving contributions directly from an IRA. 

For more information on planning your gift, contact Andrea Rouah at andrea.rouah@csueastbay.edu or 510.885.2426.