Bequest Language
Planning for the future and creating the legacy you wish to leave is one of the most effective ways to ensure a lasting impact. Making a gift in your will or living trust, known as a bequest, can guarantee that your legacy endures. Your gift may be a specific dollar amount, a percentage of your estate, or the remainder after all other provisions are specified.
Our federal tax ID number is: 80-0390564
Below is suggested language to use when drafting your bequest.
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Free ResourceSample Language
For an unrestricted gift that allows the CSUSM Foundation to determine how to use the funds based on the most pressing needs, use the following language for your will and/or trust:
"I give to the CSUSM Foundation (federal tax ID number 80-0390564), a nonprofit corporation currently located at 333 S. Twin Oaks Valley Road, San Marcos, CA 92096, or its successor thereto, _________ [insert percentage of estate, amount, or description of property] for its unrestricted charitable use and purpose."
To designate your gift to a specific area, please contact us. Our experienced team can provide guidance and wording to ensure your wishes are honored.
Let Us Know
If you have named the CSUSM Foundation in your will or trust, please let us know so we can ensure that your gift is used according to your wishes. Notifying us of your plans will enable us to plan for the use of your future gift. However, if you prefer to remain anonymous, we will keep your name and gift in strict confidence.
Please contact P. Vien Walker, Director of Planned Giving, at (760) 750-8138 or vwalker@csusm.edu for more information.