EastBay Today

Posted August 10, 2017

Have You Planned Your Legacy Yet?

The university is set to launch a planned giving website in late August

The university's planned giving site will offer users tools to determine tax savings and income benefits.

Cal State East Bay will soon launch a new website targeted toward planned giving in support of the university’s comprehensive campaign, Rising in the East: The Campaign for Cal State East Bay. The planned giving site will offer individuals who wish to create a philanthropic legacy, user-friendly tools — such as an online calculator — to assess specific tax savings and income benefits regarding their gift.

“I’m very excited about this online resource because I think it expands the opportunities for individuals looking at options for their estate, will or trust to create a lasting legacy for our students,” said Andrea Rouah, Cal State East Bay’s director of strategic initiatives. “Immediate gifts are very important, but planned giving helps the university look toward the future, and helps individuals plan their long-term goals.”

The site also offers informational resources to those who wish to make Cal State East Bay a part of their trust, estate or Individual Retirement Account rollover. In 2015, the IRA rollover became permanently available and allows persons age 70.5 and older to make tax-saving contributions directly from an IRA. 

For more information on planning your gift, contact Andrea Rouah at andrea.rouah@csueastbay.edu or 510.885.2426. 


Rising in the East: The Campaign for Cal State East Bay is now underway — 

and we’re working hard toward our goal of raising $60 million in honor of the university’s 60th anniversary. To date, we have marked $37.7 million in support of initiatives such as student scholarships, faculty excellence and capital improvements. To learn more about our campaign and its priorities, including how you can give, visit the Rising in the East website.