Text Resize

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.  Together we can be sure that CSULB is able to accept the gift your client wishes to leave and that it is directed properly on campus. Please call Susan Berkman, J.D. at (562) 985-5122 for assistance.
  • FOR ESTATE PLANNING PROFESSIONALS:  The CSULB Gift Planning Office offers a free tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. We also provide free illustrations of various gift vehicles you can share with your clients. Please contact us to learn how we can help you and your clients construct a philanthropic plan that supports students at CSULB.