CAL Planned Giving | SDSU College of Arts & Letters

College of Arts and Letters Planned Giving

Thank you for your interest in the College of Arts and Letters at 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 the College of Arts and Letters who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of planned giving. 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.

Benefits For Family and the College of Arts and Letters

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.

Bequests for Scholarships
Joe and Anne have been faithful supporters of San Diego State University over the years. They have visited the campus many times and have fond memories of those visits. Both of them strongly believe that it is important to support and encourage young people. More on Bequests for Scholarships...

Peace of Mind Gift Annuity
Many years ago, Claire Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity...

Triple My CD Return
Marjorie is a retired high school English teacher. She has been a careful saver and has a number of certificates of deposit, but she has seen her income decline. More on Triple My CD Return...

Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land in the North County part of San Diego. They thought it would be a good investment that they could later sell at a higher price. They have owned the property for 10 years and now would like to sell. More on 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.

Thanks very much for visiting us! We would be very pleased to help you. Simply email Nancy Lemkie (nlemkie@mail.sdsu.edu) at your convenience.

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 nlemkie@mail.sdsu.edu.

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







	HOME PAGE ABOUT CAL DEAN'S OFFICE AREAS OF STUDY STUDENT AFFAIRS FACULTY & RESEARCH NEWS & PUBLICATIONS COMMUNITY OUTREACH INTERNATIONAL EMERITUS FACULTY ALUMNI TECHNICAL SUPPORT GIVING TO CAL CAL Planned Giving CAL Gifts of Endowment Advisory Council CONTACT US SITE MAP Last update: June 4, 2004	College of Arts and Letters Planned Giving Thank you for your interest in the College of Arts and Letters at 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 the College of Arts and Letters who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of planned giving. 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. Benefits For Family and the College of Arts and Letters 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. Bequests for Scholarships Joe and Anne have been faithful supporters of San Diego State University over the years. They have visited the campus many times and have fond memories of those visits. Both of them strongly believe that it is important to support and encourage young people. More on Bequests for Scholarships... Peace of Mind Gift Annuity Many years ago, Claire Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity... Triple My CD Return Marjorie is a retired high school English teacher. She has been a careful saver and has a number of certificates of deposit, but she has seen her income decline. More on Triple My CD Return... Tax-Free Sale Gene and Carol White were age 55 when they purchased some development land in the North County part of San Diego. They thought it would be a good investment that they could later sell at a higher price. They have owned the property for 10 years and now would like to sell. More on 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. View the donor stories View a personal color story for yourself. Read the Weekly Article View the Personal Finance Note for this week Learn about personal finance news. Sign up for our free weekly personal finance newsletter. Thanks very much for visiting us! We would be very pleased to help you. Simply email Nancy Lemkie (nlemkie@mail.sdsu.edu) at your convenience. 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 nlemkie@mail.sdsu.edu. If you are a professional advisor, you may take the following steps. View the latest charitable tax news. Research charitable tax questions. Calculate a charitable deduction. Sign up for the free weekly charitable tax e-newsletter.

The statements found on this page/site are for informational purposes only. While every effort is made to ensure that this information is up-to-date and accurate, official information can be found in the university publications.