The Heritage Society of Cal State LA
The Heritage Society of Cal State LA was established to recognize the generosity of those individuals who have made planned gifts to the University. Planned gifts include bequest intentions in a will or trust, charitable gift annuities, beneficiary designations in life insurance policies, bank or brokerage accounts and other estate planning tools.
Planned giving is a crucial source of funding for Cal State LA. Your thoughtful planning honors the rich heritage of the University and ensures its resources for future generations. Thank you for your support.
Benefits of Heritage Society Membership
- An annual event honoring members
- Recognition in the Cal State LA Magazine (unless you choose to remain anonymous)
- Invitations to selected special events
How to Become a Heritage Society Member
Please let us know if you have included Cal State LA in your estate plan by completing the Heritage Society Membership form. We look forward to extending our appreciation and expressing to you the importance of your gift to the future of Cal State LA. We respect your wishes to remain anonymous, if you so choose, and any details of your gift that you disclose are held in confidence.
For more information regarding the Heritage Society, please contact Jacqueline M. Williams, senior director for planned giving, at (323) 343-3075 or firstname.lastname@example.org.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.