The Campanile Foundation. Supporting San Diego State University. Learn about giving.
Text Resize

Bequest Language

Directing your support to SDSU


Both current and estate gifts can be restricted. Some common restrictions at SDSU include, but are not limited to:
  • Individual college, program or initiative
     
  • Alumni Association
     
  • Aztec Athletics
     
  • Aztec Parents Fund
     
  • President’s Leadership Fund
     
  • University Excellence Fund
     
Within your restriction, gifts can be directed for scholarships, endowments, or programs. If you want to restrict, or have other thoughts about your designation, we highly recommend you contact our office to ensure your wishes can be met. All contacts with the planned giving office will be considered confidential.

Note: All gifts to San Diego State University are accepted and administered by The Campanile Foundation, an official not-for-profit organization under Internal Revenue Code section 501(C)(3) and auxiliary of San Diego State University. Federal Tax ID number 33-0868418

This sample language may be helpful as you work with your attorney.

1. Bequest of cash
"I bequeath the sum of $____________ to The Campanile Foundation,
Federal Tax ID number 33-0868418, a California non-profit corporation located at 5500 Campanile Drive, San Diego, CA, in support of San Diego State University for the benefit of _______________________________."

2. Bequest of a percent of the estate
"I devise and bequeath ____ % of the remainder and residue of property owned at my death, whether real or personal and wherever located, to The Campanile Foundation, Federal Tax ID number 33-0868418, a California non-profit corporation located at 5500 Campanile Drive, San Diego, CA, in support of San Diego State University for the benefit of ____________.”


Declaration of Bequest Intent for San Diego State University


So that we may know your intention, please print and mail this page to:
Amy Walling, CSPG
Assistant Vice President for Planned Giving and Estates
San Diego State University
5500 Campanile Drive
San Diego, CA 92182-8045

I/we have made a provision in my/our estate plan to include a bequest (gift) to San Diego State University and wish to register our philanthropic intent with the University.

Our document for the distribution of the gift is included in a:
  • Will
  • Insurance Policy
  • Trust
  • Other
  • Retirement Plan
 

Intended amount of bequest as follows:
  • $________________________________
  • ____% of estate presently valued at $_____________________
  • Gift-in-kind including the following asset(s) ______________________________________with a present value of $___________
 

The above gift is intended to benefit the following programs at SDSU.
  • Wherever the need is greatest
  • Other________________________________
 

I/we understand this declaration of a bequest is not binding and may be modified or deleted at any given time in the future.

Name(s):________________________________________________________
Address: _____________________________________________________
City: ______________________ State: _______ Zip: __________
Home telephone: (____) _______________ E-mail:___________________
Signature: ______________________________ Date: __________
Signature: ______________________________ Date: __________

 

scriptsknown