GIFT and BEQUEST DESIGNATION

Have you already included a gift to the Cal State Fullerton Philanthropic Foundation in your estate? Let us know by filling out this quick form with our partner FreeWill, so that we can invite you to join the Ontiveros Legacy Society!

The information in this form is protected by university policy and considered confidential by the Office of Planned Giving. The information you provide will be used to assure your gift is directed toward your desired purpose and to provide recognition of your gift if you choose.

About You

Donor Information

* First Name MI * Last Name

Recognition Name (if different)

Add Second Donor

Primary Email

* Email * Confirm

Primary Phone

CSUF Class Year(s)

(if applicable)

Birth Date

Month Day Year

Home Address

* Street
* City * State * Zip

The Gift

Bequest from will or trust
Beneficiary of IRA, life insurance or other retirement plan
Charitable Gift Annuity
Charitable Remainder Trust
Real Estate
Other

The estimated value of this gift as of today's date is : $

Please use the gift wherever it is most needed.

Please direct the gift to the following campus need:

Enter your gift designations here:

Attach letter of intent or additional sheets if necessary. You may wish to attach a copy of related trust or will pages identifying CSUF as a beneficiary (optional).
File Upload: (10MB or less)

Supported file types: PDF, DOCX or JPEG

RECOGNITION

I would like to be listed as a member of the Ontiveros Legacy Society (the campus recognition society for donors who make estate gifts). Please include my/our name(s) without disclosure of amount, in the CSUF Ontiveros Legacy Society and other campus recognition (including post-mortem recognition) as shown above in "Recognition Name".

I would like this gift to remain anonymous and confidential. Please do not include me in the Ontiveros Legacy Society mailings or in other campus recognition now or in the future.

This statement is an expresion of my current plans and may be revoked. I understand that this statement is not legally binding on my estate and that this information is solely for university use to facilitate proper application of my gift at the time it arrives. I understand all planned and deferred gifts are subject to the administrative fee in effect at the time the gift arrives.

* Donor Signature:
I/we understand that by entering my/our name in this box, I/we are signing this agreement electronically and agree this electronic signature is the legal equivalent of my/our manual signature on this agreement.

For security, please check the box below and follow the instructions.

California State University, Fullerton

Gift and Bequest Designation

My Estate Includes Cal State Fullerton