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California State University, Long Beach
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Gifts That Pay You Income

A gift to California State University, Long Beach that returns payments to you? Yes, the IRS allows and encourages these creative plans that can stretch your giving ability. Here’s how they work:

Your gift to CSULB goes into an account that pays income to you and/or other beneficiaries for life. When there are no remaining beneficiaries, the balance in the gift account is paid over to us for the purposes that you specified when you set up your gift.

The Benefits

  • An additional source of lifetime income for you, your spouse or other significant persons.
  • A potential increase in the income you are currently receiving from your investments.
  • An immediate tax deduction for a portion of your gift.
  • No capital gains tax due at the transfer of appreciated assets to your gift plan.

What life-income gift best fits your needs?

Charitable Gift Annuity
You want secure, stable income and a high rate of return. Your gift can be in cash or stock. Learn more about a Charitable Gift Annuity.

Deferred Gift Annuity
As a younger donor still in high-earnings years, you are still saving for retirement and also trying to lower your income tax. Learn more about a Deferred Gift Annuity.

Pooled Income Fund
You are comfortable with variable income today and the opportunity for income growth in the future. Learn more about a Pooled Income Fund.

Charitable Unitrust
You want maximum flexibility over the investment and benefits of your gift plan. Learn more about a Charitable Unitrust.

Charitable Annuity Trust
You want the flexibility to invest and manage your gift plan, and also the security of stable income. Learn more about a Charitable Annuity Trust.




The material presented on this website is not offered as legal or tax advice.
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