Gifts That Cost You Nothing Now
Gifts in a will or by beneficiary designation are two easy ways to shape and grow a culture of academic excellence at SDSU for years to come — and they don’t cost anything now.
If you have already included a gift in your estate plans to benefit the future of San Diego State, be sure to let us know so that we may best honor your wishes.
Gifts in a Will
Making a legacy gift in your will or trust is one of the easiest and most popular ways to make a lasting impact for SDSU. Once you have provided for your loved ones, we hope you will consider making supporting our passionate students and greater community part of your life story through a legacy gift.
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A gift in your will is one of the easiest ways to create your legacy and offers the following benefits:
LASTING IMPACT
Your gift will create your legacy of SDSU student success.
FLEXIBLE
You can alter your gift or change your mind at any time and for any reason.
NO COST
Costs you nothing now to give in this way.
Four simple, “no-cost-now” ways to give in your will
General gift
A general bequest is a gift of a specific amount or percentage of your estate.
Residuary gift
Specific gift
Contingent gift
You can mix these no-cost ways together. For example, you might consider leaving a specific percentage (such as 50%) of the residual to San Diego State contingent upon the survival of your spouse.
Gifts by Beneficiary Designation
It’s easy to put your bank accounts, retirement funds, savings bonds, and more to use in supporting academic achievement and career preparedness of SDSU students — and it costs you nothing now.
By naming SDSU as a beneficiary of these assets, you can power our mission for years to come and establish your personal legacy of high-quality education and experiences.
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Potential benefits of gifts by beneficiary designation:
Reduce or eliminate taxes
Reduce or avoid probate fees
No cost to you now to give
Create your legacy with San Diego State University
Types of Gifts
Retirement plan assets
You can simply name The Campanile Foundation as a beneficiary of your retirement plan to transform the lives of future generations of SDSU students.
Life insurance policies
You can name The Campanile Foundation as a beneficiary of all or a portion of your life insurance policy. With this gift arrangement, SDSU will receive the proceeds of your policy after your lifetime. You can change your beneficiary at any time and may reduce your estate taxes.
Bank or brokerage accounts
This is one of the easiest gifts to give and one of the most useful in accomplishing your philanthropic goals. The next time you visit your bank, you can name The Campanile Foundation (Tax ID: 33-0868418) as the beneficiary of a checking or savings bank account, a certificate of deposit (CD), or a brokerage account. When you do, you’ll take a powerful step toward unlocking the full potential of our students for generations to come.
Funds remaining in your donor-advised fund
What remains in a donor-advised fund is governed by the contract you completed when you created your fund. When you name The Campanile Foundation as a “successor” of your account or a portion of your account value, you enable life-changing educational experiences and opportunities.
How to update a beneficiary designation:
Simply contact your bank, retirement plan administrator, insurance company, or other financial institution to request a beneficiary designation form. You may also be able to log in to your account and update your beneficiaries online.
Please use our legal name: The Campanile Foundation/San Diego State University
Include our tax identification number: 33-0868418
Please let us know so we can ensure that your wishes are carried out.