Outright Gifts | Planned
Gifts | Memorial and Honorary Gifts
All gifts are an investment in our students. Whether your gift is for specific programs or projects, an endowment, a scholarship, or the Fund for Sonoma State, there are a variety of ways you can give in support of Sonoma State University.
Cash | Stock | Real
Estate | In-Kind |
Matching | Pledges | Payroll Deduction
When you make an outright gift to SSU, your contribution can
be put to work immediately either providing funding for our current
programs or creating a reliable source of future income by expanding
the university’s endowment.
Cash gifts are the simplest and easiest gifts you can make. They
can be made through credit/debit card transactions, personal checks,
cashier’s checks, or money orders made payable to the SSUAF.
Give online now or download the Sonoma State University gift form.
If you prefer, your gift can be made over time as a pledge
by downloading the SSU Donor Pledge form.
SSU Gift Form (pdf)
SSU Donor Pledge
Gifts of appreciated securities, stocks and bonds can provide
considerable tax advantages when transferred to Sonoma State University
before they are sold. If you have held your securities for more
than one year, you may find that your gift will provide a twofold
tax benefit; creating an income tax deduction as well as helping
avoid the capital gains tax that would have been due on their sale.
To make a gift of stock, complete the Securities Transfer Form
and ask your broker to transfer shares using the following information:
Morgan Stanley c/—SSU Academic Foundation, Inc.
DTC: 0015 FBO
Please let us know when you make a gift of stock so that we can
direct it to the fund of your choice.
When you make an outright gift of real property you’ve held
for more than a year, you obtain an income tax charitable deduction
equal to the property’s full fair market value. This deduction
lets you reduce the cost of making the gift and frees up cash that
otherwise would have been used to pay taxes. By donating the property
to SSU, you also avoid capital gains tax on the property’s
Gifts-in-kind are non-monetary items of tangible personal property
or other physical assets that represent value to the University.
Examples might include equipment, books, and artwork. Gifts in excess of $500 should be accompanied
by a fair market estimation from the donor. Gifts that exceed $5,000
are subject to the IRS requirement of an independent appraisal.
Gift-in-Kind Donor Intent
form (to be used by donor)(pdf)
Acceptance form (to be used on campus) (pdf)
Numerous organizations and corporations will double or triple
gifts made to educational institutions from employees, spouses
and retirees. Is your company one of them? The Matching Gift Program
is an excellent means to substantially multiply gifts to the University.
To find out if your employer (or your spouse’s employer)
has a matching gift program, please contact the Human Resources
department where you work, or call SSU University Development at
A pledge gift is often advantageous as the donation can be
made over one or more years. To make a pledge gift to SSU, simply
sign and return the Donor Pledge Form.
SSU Donor Pledge
Green Music Center Donor Pledge form (pdf)
Sonoma State University employees
are invited to make contributions to any SSUschool, department or program via monthly payroll deduction.
The minimum deduction is $5.00. To enroll in the payroll deduction program or change the status
of an existing deduction, please fill out the Payroll Deduction
Form and return it to Financial Services, attention: Janet
Deduction Form (pdf)
Bequest | Charitable Gift Annuity | Charitable
Remainder Trust | Charitabe
Lead Trust | Retained Life Estate | Insurance
Many SSU alumni and friends express support and leave thier legacy by including
the University in their estate plans. Through a thoughtful planned
gift, you can help SSU provide opportunities for future
generations while receiving tax advantages and possible lifetime
income streams for yourself and/or your beneficiaries.
All donors who establish a planned gift in support of Sonoma State
are recognized with membership in the Ambrose and Barbara Nichols Founders
Society. Society members share a strong common bond of generosity
and ensure a successful future for Sonoma State University.
By adding Sonoma State University to your will or living trust,
you will be providing countless opportunities for future generations
of students who will benefit from an SSU education. Gifts can be unrestricted
or designated for a specific purpose and typically reduce estate
Charitable gift annuities enable you to make a gift to Sonoma State University
while earning guaranteed income and tax benefits during your lifetime. The annuity contract is backed by the CSU’s foundation. The charitable gift annuity provides a fixed payout based on age
and does not depend on the growth of the gift assets.
- Current gift annuities provide immediate payments and qualify for
current year tax deduction.
- Deferred gift annuities allow you to defer payments to the future.
Delaying your annuity payments still qualifies you for a current
year gift tax deduction. You may create a deferred gift annuity
at any time, but payments do not begin until age 50 or later, as
- Income tax deduction and possible capital gains tax savings
- Fixed payments for life for one or two people
- Significant gift to Sonoma State University in the future
Estimating Your Annuity Payments
The American Council on Gift Annuities sets the payout rates on
an annual basis. Payments are based on the current rate, your
age, and number of annuitants. To quickly estimate your annuity
payments please visit the ACGA
website at http://www.acga-web.org, or contact SSU University Development for a detailed illustration.
A charitable remainder trust allows you to transfer assets, such
as cash, securities or other property, into a trust that provides
you or another person with a fixed percentage income. The terms
of the trust can be tailored to your specific philanthropic and
financial objectives. When the trust terminates, the remaining
principal reverts to Sonoma State University. Charitable remainder trusts provide the security of a fixed income.
Charitable lead trusts allow you to transfer assets to your
children (or other beneficiaries) while the income from those
assets goes to the University, giving you tax savings. The trust
lasts for a chosen period of years, after which the assets become
available to you.
The retained life estate gives you the opportunity to fund
a charitable gift with your home, vacation home or farm. You
can take an immediate income tax charitable deduction for a
portion of the appraised value, and continue to live in your
home for life. You remain responsible for all taxes and upkeep.
At the end of the life estate, Sonoma State University would
assume all interest in your property.
Life insurance can be a tool for many purposes and may be
used as one of your charitable gift options. One way to achieve
this is through the purchase of a new life insurance policy
naming Sonoma State University as the owner and beneficiary.
Premiums are paid to the insurer and are tax deductible if
the University is the irrevocable owner and beneficiary of
the policy. Premium payments may have significant federal
income tax deduction of up to 50% of the adjusted gross income
of the donor, with a 5-year carry forward of any excess.
Favorable gift and estate tax consequences may also result
from such a gift.
Another life insurance gift option is to name Sonoma State
University as the first, second or contingent beneficiary
of an existing policy. This is easily accomplished by changing
the beneficiary information with the policyholder.
AND HONORARY GIFTS
Any gift to Sonoma State University may be specifically designated “in
memory of” or “in honor of” loved ones,
family members, friends, faculty members, classmates or those
who have made a lasting impact on the lives of you or others.
Memorial and honorary gifts may be submitted by fax or mail
on our SSU Gift Form.