Thank you for your interest in planned giving, a smart way to pursue your financial goals while supporting the University initiatives most meaningful to you.
There are a wide range of planned giving options, from future gifts (like gifts in wills and trusts) to current gifts (like gifts of IRA distributions or securities). Some gifts even pay you income for life.
We invite you to contact us and learn more. Our experienced team provides confidential, one-on-one guidance on the many flexible strategies available to you.
Please also let us know if you have already included CSUSM in your estate plan. We can review your language to ensure that the University can carry out your wishes.
For additional resources, please visit our planned giving website.Planned Giving Website
P. Vien Walker, Esq.
Director of Planned Giving