Gift and Bequest Designation
The information in this form is considered confidential by the Office of Planned Giving and protected by university policy. The information you provide will be used only to assure your gift is directed towards your desired purpose and to provide recognition of your gift if you choose. If you need to reach us, please contact us at 805-756-7125 or email@example.com.
My Estate Includes Cal Poly
I have provided support for the mission and goals of California Polytechnic State University in my estate plans. By sharing this information, I understand this future commitment can be modified or revoked at any time.
Second Donor Information (if applicable)
Attach letter of intent or additional sheets if necessary. You may wish to attach a copy of related trust or will pages identifying Cal Poly as a beneficiary (optional).
This statement is an expression of my current plans and may be revoked. I understand that this statement is not legally binding on my estate and that this information is solely for university use to facilitate proper application of my gift at the time it arrives. I understand all planned and deferred gifts are subject to the administrative fee in effect at the time the gift arrives.
I/we understand that by entering in my/our name in this box, I/we are signing this agreement electronically and agree this electronic signature is the legal equivalent of my/our manual signature on this agreement.