Gifts of Retirement Assets

A gift of your retirement assets, such as a gift from your IRA, 401k, 403b, pension or other tax deferred plan, is an excellent way to make a gift to California Lutheran University. If you are like most people, you probably will not use all of your retirement assets during your lifetime.

Benefits of Your Gift

Did you know that 50%-60% of your retirement assets may be taxed if you leave them to your heirs at your death? Another option is to leave your heirs assets that receive a step up in basis (such as real estate and stock) and give the retirement assets to Cal Lutheran. As a charity, we are not taxed upon receiving an IRA or other retirement plan assets.

How to Make Your Gift

Your retirement assets may be transferred to Cal Lutheran by completing a beneficiary designation form provided by your plan custodian. If you designate Cal Lutheran as a beneficiary, we will benefit from the full value of your gift because your IRA assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.

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Annual Fund

CLU Annual Fund

The CLU Annual Fund allows you to support the University's growth and consistent high-quality education.

CLU Annual Fund

Scholarships

Scholarships

A Cal Lutheran education changes lives. When you support student scholarships you can change lives too.

Scholarships

Campus

Special Gifts

Leave a lasting legacy through special gifts that are specific to your interests.

Special Gifts

Enormous Luther

Planned Giving

Planned gifts, such as bequests and annuities, can be a wonderful way to provide for your family's future as well as the future of Cal Lutheran.

Planned Giving