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Members of Cal State East Bay’s Heritage Society are pivotal to the university’s financial health and success, even though some of the gifts given won’t be realized for decades, sometimes more. Each spring those donors who have designated planned gifts to the university gather, and this year several new members were honored.

A planned gift is a pledge made either during a lifetime and realized after a person passes, or as part of a donor’s financial and estate plan. “Legacy gifts” allow donors to give larger gifts than they’d be able to make in their lifetime.  

Kicking off the event, two students from the cast of the theatre and dance department’s newest play “She Loves Me” sang light-hearted and comical renditions of two songs featured in the performance. The luncheon also included a presentation by Cal State East Bay Librarian and Archivist Diana Wakimoto that highlighted several unique items housed in the university’s archives, including a manuscript published in 1533.

And after lunch, four of the six newest Heritage Society members in attendance were honored and given Heritage Society pins in recognition of their most recent planned gift agreements:

Theodore Alper

Professor Emeritus Ted Alper has made a planned gift of a percentage of his estate and has also made a five-year pledge. Both gifts are in memory of his son, Joshua Alper, who died in a biking accident several years ago. Funds will support promising East Bay graduate students studying school psychology. Alper is hopeful the funding will not only help students financially but will also create a ripple effect by ensuring that many K-12 students will benefit from access to qualified school psychologists.

David M. Campbell

David Campbell’s legacy gift will create an endowment for graduate scholarships in history. 

Stan J. Pisle

Stan Pisle’s most recent planned gift is inspired by his own experience trying to balance working and attending school full time. He shared with luncheon attendees that as a young man, he struggled to make ends meet and still find time to study until he received a scholarship as a junior. By including Cal State East Bay Education Foundation as a beneficiary of his 401(k), Pisle’s future gift will create an endowment for scholarships for students who are struggling to balance work and school.

Lisa A. Johnson

Lisa A. Johnson has pursued and earned multiple degrees, including a master’s degree in education from Cal State East Bay in 2012. Her planned gift will benefit students with disabilities studying to become teachers. 

Associate Vice President for Development Holly Stanco said planned gifts and donors such as those honored at the luncheon this year are essential to helping the university plan for the future. They also offer a unique way for individuals and families to influence the lives of students for generations.  

"Through the generosity of estate gift donors we can plan into the future, and know that we have support available to  respond to the growth and needs of Cal State East Bay students." she said. "In addition, we encourage donors to think about the legacy they want to leave - these gifts are a way to share their values, and inspire future generations."