Leave a Legacy

Cal Poly Development

Mustang Athletic Fund

Planned giving is the process of considering your unique circumstances to develop a strategy that fulfills your charitable goals as well as your financial needs.

Often, a planned gift can result in additional income for the rest of your life. Always, a planned gift is an opportunity to establish a lasting legacy at Cal Poly to benefit students and faculty for generations to come.

Here are some ways you can plan for the future with a planned gift:

Establish a bequest (Click Here for sample bequest language that will help you to allocate a bequest gift to Cal Poly Athletics)
Charitable Gift Annuities or Charitable Remainder Trusts.
Gift of Real Estate
Avoid paying capital gains by Gifting Securities .

For more information on making a planned gift, visit the Cal Poly Foundation website here.

If you or your advisors have any questions about information provided, please contact:

Ashley Offermann

Senior Associate Athletic Director for Development

Phone (805) 756-5722

aofferma@calpoly.edu

Stacy Cannon

Associate Vice President, Gift Planning and Principal Gifts

Phone (805) 756-7125
cscannon@calpoly.edu