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.Request a brochure
Choose where you want to make your impact, and support the University's growth and consistent high-quality education.
A Cal Lutheran education changes lives. When you support student scholarships you can change lives too.
Leave your mark on campus by helping us grow to meet the needs of students for years to come.
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.