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Gifts by Will or Trust

A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets, and benefit the Cal Poly Humboldt Foundation.

Naming Us in Your Assets

While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.

The IRA Gift (QCD)

The IRA charitable rollover (also called the Qualified Charitable Distribution, or QCD) is a great way to make a tax-free gift to the Cal Poly Humboldt Foundation.

Life Income Gifts

Planned giving is a great way to support the Cal Poly Humboldt Foundation while generating income for yourself and your family. Learn about the gifts that allow you to give to the Cal Poly Humboldt Foundation while generating income for yourself and your family.

Charitable Lead Trust

Make a substantial gift to the Cal Poly Humboldt Foundation in the form of fixed annual payments and pass assets to your family or other heirs at reduced tax cost.

Retained Life Estates

Donate your home, farm or a second home to the Cal Poly Humboldt Foundation and receive an immediate income tax charitable deduction, while retaining the right to live in your home for the rest of your life. If you itemize your deductions instead of taking the standard deduction you could save significant income taxes.

Bargain Sale

Receive immediate cash and make a gift to the Cal Poly Humboldt Foundation by selling to us a valuable asset, such as real estate, for less than it is worth.