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Professional Advisors

Planned Giving

Leave a legacy

Planned giving is an increasingly popular way to give the gift of education. By including a gift to Sacramento State in their estate plans, friends of the University gain the flexibility to provide life-changing opportunities to the students of the future, while enjoying benefits of the present - including potential tax savings and life-income possibilities.

Personalized gift planning

The reasons for making a gift to Sacramento State are as individual and varied as the donor - and so are the options for making a planned gift.

On these pages, you will find a wealth of information - for both the prospective donor and the professional advisor - to help create an estate plan that expresses the wishes and meets the needs of the donor and their family and provides crucial support to the University.

Donors can:

* Learn about the methods available for making a planned gift to Sacramento State
* View multimedia presentations on the basics and benefits of planned gifts
* Use interactive technology to calculate their own personal benefits from a planned gift
* See examples of others who have chosen to support the University through planned gifts

Professional advisors can:

* Use the GiftLaw calculator to see the benefits of specific plans for their clients
* Access up-to-date financial and legal news to assist clients in their estate planning
* Subscribe to a free charitable tax e-newsletter

For more information on planned giving opportunities, please contact John Koch, Director of Planned Giving, at (916) 278-3852 or e-mail jfkoch@csus.edu.

Click here for more information on the
Estate Planning 101 Luncheon.

Topics include:

Living trust vs. wills
Family philanthropy - how it fits into financial good health
Probate - can it be avoided?
Dispelling the myths about Medi-Cal & preserving your estate