Planned Giving Home

Welcome to California State University, San Marcos
Planned Giving
Thank you for your interest in California State University, San Marcos. Our hope is to serve you and your family with helpful information. Our young campus has been fortunate to receive estate gifts which help build a strong foundation for the future. We understand the importance of building a strong endowment at the university so we can weather future financial storms with safety and security. Thank you for taking the time to explore the benefits of gift planning.

Benefits for Family and California State University, San Marcos

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.

A Bequest to Save Taxes
Thomas was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate. More on A Bequest to Save Taxes >>.

Leading for the Future
Luke and Candice Waters spent many years volunteering and supporting California State University, San Marcos. They wanted to give back in a way that would help our organization fulfill its mission. More on Leading for the Future >>.

Bequests for Scholarships
Bob and Elizabeth have been faithful supporters of California State University San Marcos over the years. As small business owners, they found themselves compelled to provide a scholarship to one of their employees. After that experience, they began to fund more scholarships and became active in some of the campus activities. They feel strongly about rewarding hard working individuals with the ability to attend school and want to be sure that their scholarships continue as their legacy. More on Bequests for Scholarships >>.

Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.

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.

Marty Ummel
Director of Major Gifts

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 mummel@csusm.edu.

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