Make Learn by Doing Your Legacy
You have the power to keep Cal Poly ahead of the curve in an increasingly scientific and technological world. When you include Cal Poly in your estate plan, you help ensure that our distinctive, hands-on educational experience will be available to students for generations to come.
You can shape the future of Cal Poly while also meeting personal and financial goals. All it takes is vision and a little planning.
If you hear “planned giving” and think it’s only for people older or wealthier than you — or that it’s just too confusing — you’re not alone. However, planned giving is for people of all ages and economic statuses, and it doesn’t have to be difficult. Check out these common planned giving misconceptions and get the answers you need.
Misconceptions
1. PLANNED GIFTS ARE COMPLICATED AND CONFUSING.
They don’t have to be. There are many types of planned gifts: most are simple and affordable, like a gift in your will or living trust. You just need to find the one that best meets your needs. We can help you find the best gift for you, just contact Cal Poly's Office of Gift Planning.
2. PLANNED GIFTS ARE ONLY FOR THE WEALTHY.
Anyone can make a planned gift — no matter if your estate is worth $100 or $1 million. Gifts of all sizes make a difference at Cal Poly. In fact, you may even be able to make a bigger impact than you thought possible when you make a planned gift.
3. WILLS ARE ONLY FOR OLDER ADULTS.
Having a plan for the future is important — no matter your age. An estate plan makes your wishes known and provides your loved ones with peace of mind.
By including a gift to Cal Poly in your estate plans, you create a legacy of support at Cal Poly. We can help you get started. For more information, contact Kelly Owens-Dávalos at 805-756-6235 or kmowens@calpoly.edu for help finding the right gift for you.
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