Planned Giving Home

Welcome to California State University, San Marcos
Planned Giving
Thank you for your interest in California State University, San Marcos. Our hope is to serve you and your family with helpful information. Our young campus has been fortunate to receive estate gifts which help build a strong foundation for the future. We understand the importance of building a strong endowment at the university so we can weather future financial storms with safety and security. Thank you for taking the time to explore the benefits of gift planning.

Benefits for Family and California State University, San Marcos

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>.

Capital Gains Tax Bypassed
Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio. More on Capital Gains Tax Bypassed >>.

Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with California State University San Marcos. More on Easy IRA Gift >>.

Peace of Mind Gift Annuity
Many years ago, Clara bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Marty Ummel
Director of Major Gifts

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact mummel@csusm.edu.

If you are a professional advisor, you may take the following steps on this site.