Your Gift, Their Future
For more than 50 years, Cuesta College has opened doors for students to pursue their dreams. With a planned gift, you can help us continue the tradition and create a lasting legacy.
Update Your Will and Make a Difference for Generations of Students to Come
A simple directive in your will can make a difference for generations of students to come.
If you have not already, consider these steps:
- Make sure you have an up-to-date will or living trust that reflects your charitable objectives. Without these documents, you surrender control of your property and assets to the courts.
- Contact your financial advisor (a lawyer, accountant, or financial planner) and ask for help in establishing a charitable gift. The tax code changes frequently. Always check for recent developments before the completion of your estate plans.
- Think beyond cash — you can leave stocks, real estate, insurance policies, and personal property to the Foundation.
- Consider making the Foundation a beneficiary of your life insurance, pension plan, or IRA.
- If you wish to inform the Cuesta College Foundation that you have made it a beneficiary of your will, please contact our office at (805) 546-3279 or give@cuesta.edu.
Planned Giving Options
Wills and Bequests
Designate a specific amount, percentage, or remainder of your estate to support students.
Life Insurance
Donors can name the Cuesta College Foundation as the beneficiary of a life insurance policy or donate a policy currently owned to the Foundation. If you continue to pay the premiums on the policy to the Foundation after the gift is made, the payments will be tax-deductible.
IRA Charitable Rollover
If you're 70½ or older, you can transfer up to $108,000 directly from your IRA tax-free. This counts toward required minimum distributions while avoiding income taxes.
Charitable Remainder Trusts
Receive income during your lifetime while supporting students.
Retirement Plan Beneficiaries
Name the Foundation as beneficiary of your pension plan or IRA.
Why Give to the Cuesta College Foundation?
- We support projects that change the lives of students.
- We strengthen the community through student success.
- We have deep roots in the college and the community.
- We help people create personal legacies by establishing permanent funds in their names.
- We offer maximum tax advantages under state and federal law.
- Our staff and community volunteers have expertise about student needs and opportunities.
- We build endowment funds that benefit our community forever.
To learn more about planned giving opportunities, contact us at (805) 546-3279 or give@cuesta.edu.