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Gifts of Retirement Assets

A gift of your retirement assets such as an IRA, 401(k), 403(b) or other tax deferred retirement plan can assist generations of students. If you are like most people, you may not use all of your retirement assets during your lifetime. Your gift can help sustain student opportunities at CSULB.

Gift of Retirement Assets
Retirement Assets
CSULB
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Make us the beneficiary of your retirement plan

Did you know that 50-60% of your retirement assets may be taxed if you leave them to your heirs at your death? Another option is to leave your heirs assets that receive a step up in basis (such as real estate and stock) and give the retirement assets to CSULB.

How to transfer your retirement assets

Your retirement assets may be transferred to California State University, Long Beach by completing a beneficiary designation form provided by your plan custodian. Click here for the proper language and tax ID number you will need for your form.

If you designate California State University, Long Beach as beneficiary, we will benefit from the full value of your gift because your IRA assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift. Please let us know how to use the funds when they arrive by filling out and returning your Letter of Instruction.

Contact Us for More Information

If you have any questions about making your gift, please contact us by clicking here to send us an email with your questions or comments.

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