Cal Poly Athletic's mission is to live by the Mustang Way. Endowment gifts from alumni and friends provide a permanent investment in Cal Poly's athletic future. An endowment sustains academic and athletic excellence by ensuring a continuous source of funding for scholarships or other needs of student-athletes.
Athletic scholarship costs make up a significant portion of the Cal Poly Athletics operating expenses. In 2011, an athletic scholarship was nearly $20,000. Growing our Endowments is essential to the long term sustainability of our sports. It will allow us the flexibility to use other funds raised for operating needs and facility improvements. Further, an endowed scholarship is held in perpetuity, with part of the annual earnings generating ongoing support for activities designated by the donor.
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Planned giving is the process of considering your unique circumstances to develop a strategy that fulfills your charitable goals as well as your financial needs. Often, a planned gift can result in additional income for the rest of your life. Always, a planned gift is an opportunity to establish a lasting legacy at Cal Poly to benefit students and faculty for generations to come.
Here are some ways you can plan for the future with a planned gift:
- Establish a bequest
- Click Here for sample bequest language that will help you to allocate a bequest gift to Cal Poly Athletics.
- Charitable Gift Annuities or Charitable Remainder Trusts.
- Gift of Real Estate
- Avoid paying capital gains by Gifting Securities.
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If you or your advisors have any questions about information provided, please contact:Ashley Offermann Associate Athletic Director for Development Phone (805) 756-5722 firstname.lastname@example.org
Stacy Cannon Assistant VIce President, Planned Giving
Phone (805) 756-7125