What is Planned Giving?

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.

In the Office of Planned Giving and Endowments, our goal is to assist you in exploring your legacy.  Planning a gift to Cal Poly is a personal process and one that can have tremendous value to the university as well as to you.  As you consider your philanthropic priorities, we invite you to contact us.  It is always an honor to be part of your gift-planning process.

As members of Cal Poly’s University Advancement team, our work ethic is guided by these values:

• Collaboration, teamwork, adding value to the work of our advancement colleagues
  
• Excellence in all aspects of our work
  
• Integrity, fairness, commitment to the highest ethical standards and respect of our donors, colleagues, university friends and campus partners
  
• Flexibility and nimbleness, ability to respond with grace as circumstances require