Planned Giving: Bequests and Charitable Gift Planning

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In your work as a professional advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to the Cleveland State University. Please use these tools as you help your clients with their charitable plans, and feel free to contact us for more information or assistance.

Tools for Professional Advisors
Legal Name: Cleveland State University
Incorporated In: Cleveland, OH

Resources: Forms, Links and Books

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We understand that gifts to charities such as Cleveland State University can be an important part of your clients' overall financial and estate plans. That's why we're committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors and our gift planning staff—all working together to arrange the best gift possible.

The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.

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CSU Foundation

Mailing Address
Cleveland State University
2121 Euclid Avenue, UN 501
Cleveland, OH 44115-2214

Campus Location
Union Building, Suite 501
1836 Euclid Avenue
Phone: 216.523.7291
giving@csuohio.edu

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