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Learn About Wills and Bequests

Wills and Bequests

Donors who would like to bequeath their estates to benefit Cal State East Bay can do so by stating their intentions in their wills and living trusts. A planned gift may enable you to make a more significant contribution than you thought possible, while at the same time allowing you to achieve your financial, philanthropic, and estate planning goals. All bequests to the University should be designated to the Cal State East Bay Educational Foundation.

What are the benefits of making a bequest?

  1. You leave a lasting legacy to be remembered
  2. You lessen the burden of taxes on your family
  3. You may receive estate tax savings

How can I learn more?

Please contact Andrea Rouah, Director Strategic Initiatives at 510 885-2426

How do I make a bequest?

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or Cal State East Bay Educational Foundation as part of your estate plan.

What are my options?

A bequest can be made in several ways:
  1. You can gift a specific dollar amount or asset
  2. You can gift a percentage of your estate
  3. You can gift from the balance or residue of your estate
  4. You can make a beneficiary designation of certain assets

How do I get started?