Frequently Asked Questions
How do I learn more about making a planned gift?
The CSUSB Office of Planned Giving can assist you with a variety of estate and planned giving options, including bequests, qualified charitable distributions, beneficiary designation gifts, gifts of life insurance, charitable gift annuities, charitable lead or remainder trusts, and much more. Please contact us at (855) 204-0049 or by email at [email protected] to learn more. We would love to speak with you.
How can I make a gift?
There are many ways you can make a gift to support California State University, San Bernardino. From making a gift online to transferring stock, we can help you meet your philanthropic goals. Visit the gift sections at planmylegacy.csusb.edu to explore the different ways you can make a gift to CSUSB.
Is my gift tax deductible?
Yes, gifts are tax deductible to the extent allowable by law. The CSUSB Philanthropic Foundation is a 501(c)(3) not-for-profit organization that is structurally separate from California State University, San Bernardino and exists solely for CSUSB's benefit, serving as the preferred channel for private gifts to all areas of the University. The CSUSB Philanthropic Foundation's taxpayer identification number is #45-2255077.
Who decides where my gift will be used?
You do! We find our donors enjoy uniting their personal interests with specific CSUSB colleges and programs. Explore the colleges and programs at https://www.csusb.edu/advancement/philanthropic-foundation/directing-your-gift to learn more about supporting specific areas and initiatives at California State University, San Bernardino.
How should I make out my check? Where do I send it?
When making a gift by check, please remember to include a statement indicating your gift's purpose. Gifts made by check should be payable to the CSUSB Philanthropic Foundation and mailed to:
CSUSB Philanthropic Foundation
5500 University Parkway, San Bernardino, CA 92407-2393
What if I want to be anonymous?
If you wish for your gift to remain anonymous, please indicate your wishes at the time you make your gift.
How do I make a gift online?
You can make a gift online using MasterCard, Visa, or American Express by visiting the CSUSB Philanthropic Foundation's online giving site at csusb.edu/makeagift.
How do I give a gift of stock or bonds?
How do I give real estate to the CSUSB Philanthropic Foundation?
Do I need to notify the CSUSB Philanthropic Foundation if I have included a gift to the Foundation in my will?
We want to know if you've chosen to include California State University, San Bernardino in your estate plans. Those who have included CSUSB in their will or estate plans are recognized as members of The John M. Pfau Legacy Society. To let us know that CSUSB is included in your estate plan, we invite you to tell us about your gift through our website or contact our Office of Planned Giving today so that we can assist you with any bequest-related needs.
What are my rights as a donor to California State University, San Bernardino?
The CSUSB Philanthropic Foundation adheres to the Donor Bill of Rights developed by the Council for Advancement and Support of Education, the American Association of Fundraising Counsel, the Association for Healthcare Philanthropy, and the Association of Fundraising Professionals.
The purpose of the policy is to "assure that philanthropy merits the respect and trust of the general public, and that donors and prospective donors can have full confidence in the not-for-profit organizations and causes they are asked to support."
Will I receive a receipt for my gift?
When you make a gift online, you will automatically receive an email from the CSUSB Philanthropic Foundation confirming your gift.
When you create a planned gift with CSUSB, you will receive a copy of the signed Declaration of Future Support form documenting the gift, as well as a formal acknowledgment letter, for your records.
Can I make a gift in memory or in honor of someone?
Yes. You will have the option to let us know whether a gift is to be in honor of or in memory of someone after you've designated your gift to any established CSUSB fund you choose.
Does the CSUSB Philanthropic Foundation share my personal information with others?
I have more questions about making a gift. Who should I contact?
If you have additional questions, please contact us at:
California State University, San Bernardino
Office of Planned Giving
5500 University Parkway, San Bernardino, CA 92407-2393
(855) 204-0049 | [email protected]
How can I establish an endowed fund?
Endowments are a particularly powerful investment in the future of CSUSB because they deliver a dependable, permanent source of funding. For information about creating an endowed fund with the CSUSB Philanthropic Foundation, please contact the CSUSB Philanthropic Foundation at (909) 537-7769 or [email protected].
How does the CSUSB Philanthropic Foundation manage its endowment?
For information about how the CSUSB Philanthropic Foundation Endowment Fund is managed, view the Endowments document on our Legacy Planning Brochures and Resources or contact the CSUSB Philanthropic Foundation at (909) 537-7769 or [email protected].
Will I get a report on how my fund is being used?
Donors who have established an endowed fund with the CSUSB Philanthropic Foundation or their contacts will receive an annual endowment report showing how the specific fund has been used, the balance of the fund, and any growth the fund has experienced.