Planned Giving, Securities & Real Estate
Gifts to CSU Pueblo are an investment in the future; impacting the student, faculty and staff who shape the future of Colorado and our broader world. If you would like to make a lasting impact on education, research and discovery at CSU Pueblo, a planned gift could be a perfect option for you.
There are many ways to make a planned gift, from designating the University as a beneficiary in a will, living trust or within a retirement plan. You can make a gift now or after your lifetime while enjoying financial benefits for yourself and your loved ones.
The CSU-Pueblo Foundation has information on many of the planned, deferred and estate gift options for supporting CSU Pueblo including:
- Statement of Future Gifts - Let us know if you have already provided for CSU Pueblo in your estate plan.
- Bequests - Make a gift in your will to benefit CSU Pueblo and leave a lasting legacy.
- Life Insurance - Leverage your assets to make a lasting impact. Use a life insurance policy to make a future gift.
- Charitable Remainder Trusts - Make a gift and generate income for yourself and/or your family.
- Charitable Lead Trusts - Support CSU Pueblo now and still leave assets to your heirs.
- Appreciated Securities - allow you to support CSU Pueblo while receiving a charitable deduction and possibly avoiding capital gains taxes.
- Real Estate - Your home, land and other real estate may be used to make an immediate or life income gift. As with appreciated securities, real estate gifts held more than a year can offer significant tax benefits. Environmental, liability and marketability analyses, as well as prior approval by our Gift Acceptance Task Force, are required before we can consider acceptance of real estate gifts. The value we place on your gift will be determined by an appraisal required by the IRS.
- Personal Property (Gift-in-Kind) - You may wish to give personal property, such as instruments for the Music Department, rare books for the library, or technical equipment for our labs. Tax treatment for a personal property gift differs depending on whether the gift's use is related or unrelated to CSU Pueblo’s exempt purpose. The IRS requires an appraisal for personal property gifts worth $5,000 or more. All proposed gifts of personal property must be evaluated by our Gift Acceptance Committee, and a Deed of Gift completed, before they can be accepted.
By giving to CSU Pueblo, you are investing in the future and giving students a chance for personal and professional growth. Thank you for considering a contribution to CSU Pueblo. The ways to impact the University’s success are many.
For more information on Planned Giving contact The CSU Pueblo Foundation at 719.549.2380 or email to foundation@csupueblo.edu.
