Make a Gift in 3 Easy Steps

Beneficiary Designations Are Easy and Flexible

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Your retirement plan can be a tax-efficient and simple way of including CSU in your estate plan. The best method is to name Colorado State University Foundation as a beneficiary on your plan's beneficiary designation form. Retirement plan benefits may include assets held in:

  • IRAs and retirement plans
  • Life insurance policies
  • Commercial annuities

Here's how to name Colorado State University Foundation as a beneficiary:

  1. Contact your retirement plan administrator, insurance company, bank or financial institution for a change-of-beneficiary form.
  2. Decide what percentage (1 to 100) you would like CSU to receive and name us, along with the percentage, on the beneficiary form.
  3. Return the completed form to your plan administrator, insurance company, bank, or financial institution.
  4. Complete the Statement of Intent form to let us know of your gift intentions and to ensure peace of mind that your gift will have the desired impact at CSU.

See How It Works

An Example of
How it Works

Older couple smiling Robert and Carol treasure the financial help they've been able to give their children and CSU over the years. The couple recently updated their will to leave stocks and real estate to their kids. They left CSU a $75,000 IRA to be transferred following their lifetime. Because CSU is tax-exempt, all $75,000 will help support our mission.

If Robert and Carol had left the IRA to their children, approximately $21,000* would have gone to pay federal income taxes-leaving only $54,000 for their family's use. Robert and Carol are happy knowing they are making the most of their hard-earned money thanks to their updated estate plan.

*Based on an assumption of a 28 percent marginal income tax bracket.

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Next Steps

  1. Complete the Statement of Intent form to let us know of your gift intentions and to ensure peace of mind that your gift will have the desired impact at CSU.
  2. Contact the Office of Gift Planning at giftplanning@colostate.edu or (970) 491-3414 for additional information.
  3. Seek the advice of your financial or legal advisor.
  4. When including CSU in your plans, please use our legal name and federal tax ID.

Legal Name: Colorado State University Foundation
Location: PO Box 1870, Fort Collins, CO 80522
Federal Tax ID Number: 23-7098397