Planned Giving

Free Estate Planning Kit
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Make Learn by Doing Your Legacy

Cal Poly's Office of Planned Giving assists prospective donors and their advisors in selecting the most appropriate tax-wise giving vehicle. Planned gifts and life income plans allow friends of Cal Poly to leave a legacy for generations of future students, while also meeting personal financial objectives.

Strategic selection of the most appropriate gift vehicle can lead to a far more significant contribution to Cal Poly than ever envisioned. Use the information on this website to explore your options.


With a few short sentences, you can leave a legacy at Cal Poly through a gift in your will. We ask that you please notify us of your intentions so we can use your gift as you intend.

Charitable Gift Annuities

Make a gift that supports Cal Poly students and pays you back. Use our Gift Illustrator to see how you would benefit from a charitable gift annuity.

Gifts of Stock

Did you know you can reduce or possibly eliminate capital gains taxes when you donate appreciated assets? See our instructions for transferring securities.

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