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Donor eNewsletter

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Welcome to CSUMB Planned Giving

See Your Name In the Tanimura & Antle Family Memorial Library!

This architecturally stunning library will be a landmark for our students and our regional community. I would be happy to send you our beautiful Tanimura & Antle Library naming opportunities brochure, which recognizes gifts (including memorial gifts) toward the last $8 million left to raise! Please contact me with any questions you might have. I can also give you a complimentary gift illustration to show how a possible gift can address your family financial, philanthropic and legacy goals, including funding retirement income. I look forward to hearing from you, and thank you for visiting our website.

Best regards,

Wills Guide

Click here to learn more.

Steve

Stephen Weldon, J.D.
Director of Planned Giving
(831) 582-3070
steve_weldon@csumb.edu

Benefits For Family and California State University, Monterey Bay
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

Bequests for Scholarships
The late Dr. Clemence Chow, a French-trained physician and first generation American, dreamed of helping CSUMB students who could not afford a university education. She also wanted to remember and honor her late husband, Yukon Chow. More on Bequests for Scholarships >>.

Current Gifts
As is the case with many families, there are times each year when Ward and Mary Kay Crockett focus their attention on gift giving. They have done this for a range of gifts to California State University, Monterey Bay, including their major gift to the Chapman Science Academic Center. More on Current Gifts >>.

A Gift, Plus Income for Life
Two retired public school teachers, Janice and Ron, had worked hard to buy, make improvements to, and manage rental property. As they neared retirement, they wanted to make a substantial gift to help CSUMB students forever. More on A Gift, Plus Income for Life >>.

CSUMB as Beneficiary of your IRA or Retirement Plan
Peggy Bates, one of the founding members of the California State University Board of Trustees, a President's Council member and Fellow of the university, wanted to provide for CSUMB and its students in a way that would be simple, avoid taxes and not take away from current cash. More on CSUMB as Beneficiary of your IRA or Retirement Plan >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Stephen Weldon, JD, CSPG
Director of Planned Giving

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact steve_weldon@csumb.edu.

If you are a professional advisor, you may take the following steps on this site.