Welcome to SDSU Planned Giving

Thank you for your interest in 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 SDSU who now are benefiting from life income gifts, gift annuities and other plans. 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.

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience. Erin K. Jones, CFRE, CSPG Senior Director of Planned Giving

Wills Guide

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IRA Gift Video

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Personal Planner

Chronic Illness – Care of Your Person If you have a chronic illness, your personal planning will need to involve careful consideration of your condition. Many Americans experience ALS disease, Alzheimer's, Huntington's disease, Parkinson's disease, multiple sclerosis (MS) or other types of chronic diseases. More ...

Profile of a Charitable Remainder Trust When Chris Audette retired from San Diego State University in 2001, she left with a real bang and not a whimper. On that day, Chris and her husband, Hans, signed a Charitable Remainder Unitrust (CRT) funded with rental property they had owned for years. More on Profile of a Charitable Remainder Trust >>.

Charitable Gift of Real Estate Is a Win-Win Bruce and Pat Warnke Fischer (class of 1950) owned three apartment buildings in Ocean Beach. The units were especially well-maintained and also highly appreciated in value by the time the Fischer's decided they wanted to retire from being landlords. More on Charitable Gift of Real Estate Is a Win-Win >>.

Betty & John Wills use Gift Annuities to Fund Endowment Betty and John Wills have established yet another Gift Annuity to benefit their endowment fund Applied Science and San Diego State University. They initially planned to do one for $50,000, but decided to "up the ante" to $100,000, funding the annuity with appreciated stock - including one hard-to-trade Australian bank stock. More on Betty & John Wills use Gift Annuities to Fund Endowment >>.

Dr. Norm and Mary Dessel - Tax Free Sale After Dr. Norm Dessel retired from SDSU as a physics professor, he and his wife Mary built their "dream vacation home" in Julian in the late 80s, high on a mountain with a 330 degree view from the Salton Sea to the ocean. More on Dr. Norm and Mary Dessel - Tax Free Sale >>.

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