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Gift Planning

About Bequests

What are the benefits of making a gift in your will or living trust?

  1. You leave a lasting legacy to be remembered
  2. You lessen the burden of taxes on your family
  3. You may receive estate tax savings

How can I learn more?

How Do I Make a Gift in My Will or Living Trust?

A "bequest" is the legal term for a gift made in your will or living trust. A bequest is one of the easiest gifts to make. With the help of an attorney, you can include language in your will or trust specifying a gift be made to family, friends or California State University, Long Beach as part of your estate plan. Be sure to tell us how to use the funds when they arrive many years from now. The simple form below will assure CSULB can carry out your wishes.

What are my options?

A bequest can be made in several ways:
  1. You can gift a specific dollar amount or asset
  2. You can gift a percentage of your estate
  3. You can gift from the balance or residue of your estate
  4. You can make a beneficiary designation of certain assets

How do I get started?