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California State University, Long Beach
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Advisor Resources

  • If you are administering an estate that includes CSULB or the CSULB 49er Foundation or the CSULB Foundation as a beneficiary, please send all legal notices, to:
Susan Berkman, J.D.
Assistant Vice President, Gift Planning 
California State University, Long Beach
1250 Bellflower Blvd. BH 387
Long Beach, CA  90840-0116

 
  • Estate gifts to CSULB should be directed to:  The CSULB 49er Foundation (TIN: 45-2163910).  Please ask your client for permission to discuss the estate with us so that we may be sure that CSULB is able to accept the gift they wish to leave and that it is directed properly.  We are happy to work with you and your client to develop the campus documentation necessary that will assure that their gift is used properly when it arrives in the future. Please call Susan Berkman, J.D. at (562) 985-5122 for assistance.  
 
  • We offer a free tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends.  The tax update service and illustrations of ways charitable giving can affect your clients' tax situation are available upon request as a free service to our friends of the campus.  Please contact us to learn how we can help you and your clients construct a philanthropic plan that supports students at CSULB.

 
 

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