Gift Planning: Leave Your Legacy.
While helping students begin theirs.
Your planned gift helps CSU fulfill its mission for generations to come.
Enjoy significant tax savings while transforming lives.
There are many ways to give: make a future gift through your estate or an immediate gift that provides income and countless other opportunities.
You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.
Learn moreFind out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.
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Donor Stories
Learn how others have changed lives through their generosity to our organization and others.
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Virginia McFrederickVirginia McFrederick was a woman ahead of her time. Born May 26, 1918, Virginia spent most of her life in Cleveland, graduating from...
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Jana StoneJana Stone enjoys a unique relationship with Cleveland State University: both student and teacher. In 1992, she received her master's...
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Rosalind R. RobertsRosalind Roberts believes it is very gratifying to know you have done something to benefit society through education for future generations.
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Edward D. BastaEdward Basta, BSE '82, believes the state of Cleveland depends on Cleveland State University. "The students are our future, the...
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Alan RubenAlan Ruben was inducted into the Greater Cleveland Sports Hall of Fame in 1976, alongside the legendary Bob Feller.
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Anand "Bill" JulkaAnand (Bill) Julka has a passion for education. "I really believe education is the key to improving your life," he says.
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His Degree Still Bears FruitTony Colnar readily admits that he's not had much involvement with Cleveland State since graduating from Fenn College...
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IRA Gift Before Dec. 31 Benefits CSU and DonorThe late Gerald Gordon – a two-time alumnus and eight-year member of the University's board of trustees...
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What Is Your Passion?What would you like to accomplish with your money that is meaningful to you?
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Gift Examples
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BequestsJoe and Anna have been faithful supporters of our organization. They believe it is important to help further our mission.
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Using a Beneficiary Designation to Make a Gift to CharityJoanne and her late husband Hal had been longtime supporters of our organization. Recently, Joanne's children encouraged...
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Fixed Income for RetirementAfter working for decades as a pediatrician in a small town, Patricia is ready to retire.
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Tax-Free SaleHoward and Lynn were both age 55 when they purchased some vacant land a few miles outside of town. They thought real estate would be a good investment that could be sold later for a profit.
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Capital Gains Tax BypassedPeter 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.
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Peace of Mind Gift AnnuityMany years ago, Clara bought a home. Since she was very pleased with her home, she bought stock in the company that built the home.
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Endowment GiftPat and Shelly were recently married. They both had been dedicated volunteers at their favorite charity for many years.
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Sale and UnitrustGene and Carol purchased stock in a small medical service company several years ago. The company has done well.
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The Retirement UnitrustMary grew up on a farm. When her parents passed away, she and her husband Bill inherited the farm.
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Property Turns Into IncomeMiranda lived in the family home where she and her spouse had raised their three children. After her spouse passed away, Miranda found it increasingly difficult to care for her property.
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Flexible Deferred Gift AnnuityLuis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially in value.
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Part Gift and Part SaleSusan and Kevin bought a vacant lot along Lake Michigan many years ago. They had planned to build a second home so that their family could spend their summers along the lake.
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Current GiftsAs is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving.
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Gift of a Bank Account When No Longer Needed (POD)Keith has been a faithful supporter of Cleveland State University and makes regular gifts to support our work.
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Transferable on Death (TOD) GiftsHarold and Jeanne married after meeting at an event Cleveland State University held for our donors. They wanted to leave a legacy gift...
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A Bequest to Further Good WorkNancy and David were dedicated volunteers. Over the years, they had seen many individuals helped by the good work of their favorite charity.
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Deferred Gift AnnuitySeveral years ago, Larry and Allison invested $30,000 in what they believed to be an attractive stock.
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What Will You Do with Your Unspent Retirement Savings?Michael and Kelly were retired engineers with two adult children. They owned a home, some stocks, and IRAs.
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Gift Annuity for Real EstateJonathan purchased his home many years ago for $80,000. The home is now worth $420,000. Jonathan wants to sell his home and buy a condo for $130,000.
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A Bequest to Save TaxesThomas was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate.
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Leading for the FutureLuke and Cynthia spent many years volunteering and supporting their favorite charity. They wanted to give back in a way that would help fulfill its mission.
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Give it Twice TrustWhile visiting her favorite charity's website, June came across the idea of a give it twice trust. She contacted the charity for more information.
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Providing for Our Children's FutureRon and Kathy worked for many years building their nest egg for retirement.
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Bequest of InsuranceMarla and Wayne purchased a life insurance policy many years ago to create security for their children's future.
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Testamentary Charitable Remainder Unitrust: Have Your Cake and Eat it Too!We have all heard the saying "You can't have your cake and eat it too." This phrase describes a situation where we want two good things at the same time when that isn't possible.
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Advisors
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PRIVACY STATEMENT
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.