Forms and Publications

The Legacy newsletter is produced by the Office of Planned Giving and Endowments to highlight the generosity of Cal Poly’s donors and provide guidance as you consider your legacy.

Click on the links below to open and download
pdf* versions of The Legacy.

Spring 2007

Fall 2004 | Summer 2004 | Spring 2004
Fall 2003 | Winter 2002 | Fall 2002

Other Useful forms and documents:

• Declaration of Intent: Used for notifying Cal Poly of a bequest commitment and specifying how your name(s) will appear in the Legacy Club honor roll
  Declaration of Intent (*pdf) | Declaration of Intent (MS Word doc)
  
  
• Determining the Value of Donated Property (pdf):   An IRS publication useful when making a gift of non-cash property
  
  
• Endowment Information (pdf): An update on Cal Poly’s endowment, its investment policies, value and performance
  
  
• Enrollment InfoBrief (pdf) and Applications InfoBrief (pdf): Highlights of Cal Poly’s ongoing campus census
  
  
• IRS Form 8283 (pdf) and IRS Form 8283 Instructions (pdf): Used for reporting donated property to the IRS
  
  
• Kaspick and Company Overview (pdf): Information about our investment managers
  
  
• Making a Gift of Appreciated Securities (pdf): Detailed instructions for transferring stock or shares of a mutual fund
  
  
• Sample Bequest Language: Our suggested wording for use in your will or trust documents
  Sample Bequest Language (pdf) | Sample Bequest Language (Word doc)
  
  
• Stock or Bond Power Form (pdf): Use this when making a gift of securities if your securities are in certificate form in your possession
  
  
• Supporting Students at Cal Poly (pdf) Information regarding scholarship gifts and other ways you can support students
  

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