Planned Giving

Make a Change for Good

If you would like to continue supporting California State University, Los Angeles even after you're gone, but you aren't sure if a gift in your will is right for you, here are three more easy ways to make a lasting impact. While most assets can pass to your intended beneficiaries by the terms of your will, other assets require separate beneficiary forms. The beneficiaries of the following assets can be easily modified at any time to meet your changing needs:

• IRAs and retirement plans
• Life insurance policies
• Insurance annuities

Changing Beneficiaries
To name or change a beneficiary, simply contact the administrator of the IRA or retirement plan, or your insurance company, for a change-of-beneficiary form. If you would like to name California State University, Los Angeles as beneficiary, simply decide what percentage of the plan's value you would like us to receive and name us, along with the stated percentage, on the beneficiary form. Then return the form to your plan administrator or insurance company.

If you have any questions about how to name California State University, Los Angeles as a beneficiary, please feel free to contact Jacqueline M. Williams, MPA, CSPG at 323-343-3075 or jwilliams@cslanet.calstatela.edu. We are happy to help!

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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.