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Welcome to SDSU Planned Giving

Thank you for your interest in San Diego State University. Our hope is to serve you and your family with helpful information. We have an increasing number of alumni, faculty and friends at SDSU who now are benefiting from life income gifts, gift annuities and other plans. Should you choose to make a gift, you will have the satisfaction of knowing that you have helped secure a brighter future for generations of students to come.

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.

Erin K. Jones, CFRE, CSPG
Senior Director of Planned Giving

Wills Guide

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IRA Gift Video

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Benefits For Family and SDSU

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends of the University. Just click beside the picture and you can view each story.

Profile of a Charitable Remainder Trust
When Chris Audette retired from San Diego State University in 2001, she left with a real bang and not a whimper. On that day, Chris and her husband, Hans, signed a Charitable Remainder Unitrust (CRT) funded with rental property they had owned for years. More on Profile of a Charitable Remainder Trust >>.

Charitable Gift of Real Estate Is a Win-Win
Bruce and Pat Warnke Fischer (class of 1950) owned three apartment buildings in Ocean Beach. The units were especially well-maintained and also highly appreciated in value by the time the Fischer's decided they wanted to retire from being landlords. More on Charitable Gift of Real Estate Is a Win-Win >>.

Betty & John Wills use Gift Annuities to Fund Endowment
Betty and John Wills have established yet another Gift Annuity to benefit their endowment fund Applied Science and San Diego State University. They initially planned to do one for $50,000, but decided to "up the ante" to $100,000, funding the annuity with appreciated stock - including one hard-to-trade Australian bank stock. More on Betty & John Wills use Gift Annuities to Fund Endowment >>.

Dr. Norm and Mary Dessel - Tax Free Sale
After Dr. Norm Dessel retired from SDSU as a physics professor, he and his wife Mary built their "dream vacation home" in Julian in the late 80s, high on a mountain with a 330 degree view from the Salton Sea to the ocean. More on Dr. Norm and Mary Dessel - Tax Free Sale >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how planned giving ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact erin.jones@sdsu.edu.

If you are a professional advisor, you may take the following steps on this site.