Discover the Benefits of Gift Planning

Federal Estate Tax Repealed for 2010. Read More.

Planned gifts provide the resources that create extraordinary opportunities and shape our future.

Since its founding, Cal has benefited from visionary supporters who made planned gifts. Their generosity has been used to support undergraduate scholarships, graduate fellowships, faculty chairs, research, infrastructure, and other campus priorities.

A planned gift may enable you to make a more significant gift than you thought possible while at the same time allowing you to achieve your financial, philanthropic and estate planning goals. To that end, there are a myriad of easy giving options from which you can choose - from naming us as a beneficiary in your will to a more complex trust arrangement.

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We’ve created this easy-to-understand website to help you find the gift that's right for you:

  • If you're not sure how our gift plans can meet your financial goals, enter the Legacy Planner™, and follow the trail to the gifts that will work best for you. Each option you select leads to more choices, letting you design your own gift plan.
  • If you're already considering certain giving options, simply click on Compare Gift Types and select the gifts you want to learn more about.
  • Request a confidential personal gift proposal, see gifts in action by reading Our Donors’ Stories or learn more about The Wheeler Society.

Welcome! We hope you enjoy the site.

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