Skip to main content

Give Now
Gift planning home

Gift Planning Menu

Contact
Gift options
Learn about wills
News
Resources

Support California State University, Monterey Bay in a meaningful way

With gift planning, you can provide long-lasting support for our students, faculty, and programs while enjoying financial benefits for yourself.

Gift Planning

Connect with our team and explore ways you can make a difference through giving to CSUMB.

Free Enewsletter
Free Estate Planning Guide
Get started
- I need more information on ways to give
- I already know how I would like to give

Text Resize

You are at: Planned Giving > For Advisors > Case of Week

Tuesday April 16, 2024

Case of the Week

Case:

Question:

Solution:

Published

Previous Articles

Resources for Professional Advisors

© Copyright 2024 Crescendo Interactive, Inc. All Rights Reserved.
PRIVACY STATEMENT|SECURITY REPORT|TITLE XI
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.