Here are some examples of Planned Gifts :

Bequests help secure a bright future for 90.3 KAZU. They are easy to do, flexible and do not require you to use funds now.

Charitable remainder trusts can address a wide range of issues while often providing avoidance of capital gains tax, an income tax deduction and an income for life. At the end of the trust, the remaining funds go to 90.3 KAZU. For example, if you have a rental or vacation home which you no longer wish to take care of, you can convert that asset into an income stream for life with a tax deduction.

Charitable lead trusts are the reverse of charitable remainder trusts in that 90.3 KAZU receives an income for a set period of time, after which the remaining assets in the trust are passed to children or grandchildren.These trusts enable you to pass assets such as securities and IPO's to children and grandchildren, often avoiding or greatly lessening gift tax.These trusts are very effective for assets which will appreciate in value.

Gift annuities can be funded in exchange for cash, securities and real property, providing a set, guaranteed income for life.

Please feel free to visit the CSUMB Planned Giving Website which provides more detail about each gift. It even allows you, whenever you want, to design and calculate your own gift, complete with color models, tax and income figures.

If you have any questions or desire further information, please contact Steve Weldon, he is very happy to work with you, and coordinates his work with us at 90.3 KAZU.You can contact Steve at:

Steve Weldon
CSUMB/90.3 KAZU Planned Giving Director
Phone: (831) 582-3070
Email: Steve Weldon
Website: http://www.csumb.edu/give

90.3 KAZU's licensee is the Foundation of California State University Monterey Bay. Our gift annuity program is licensed under the California State University Board of Trustees.