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Why do people like making planned gifts?

Planned gifts (most commonly a donation made in your will or trust) cost nothing today and allow you to make an incredible impact, which is why so many people choose to make them.

There are some other exciting but less common gifts — scroll down to learn more!

Popular gifts for the future

See what types of gifts many people choose to make. Many people make these to honor a loved one, to show what’s important in their life.

Popular

Gifts in a will or trust

Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will or trust – for free!

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Beneficiary designations

Gifting assets not covered by your will — like 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.

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Popular gifts for today

Many people love these donation options because they fit with their personal circumstances and financial goals.

Gifts that pay you back

Give assets while providing yourself or others with income for a period of time or distributions at a later date.

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Stocks and securities

Many people love donating stock or mutual funds because it may help them avoid paying capital gains taxes.

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Donor Advised Funds

Easily recommend grants to San José State University for tax-efficient giving.

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Cryptocurrency

Donate Bitcoin, Ethereum, and more to save on taxes and make a big impact.

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Qualified Charitable Distributions

Use your IRA to make tax-free gifts that benefit you and our mission.

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Please let us know if you’ve already included us in your estate plans!

Letting us know is incredibly helpful to our team and helps to make sure your gift is used the way you want it to be.

Your legacy gift helps fuel SJSU’s mission

Honoring our roots as the first public university in the West, SJSU is an empowering institution enrolling historically underserved students, driving inclusion, and embracing talent from diverse cultures from our region and across the globe.

San José State is a nexus of history, innovation, the sciences, the arts and so much more. As the founding institution of the California State University system, the university boasts an unparalleled history of service to the region and state. It also serves as an exemplar for research and discovery with graduates impacting industries and communities throughout Silicon Valley.

President Teniente-Matson

President Teniente-Matson

Connie Moore Honors SJSU with Transformative Future Bequest

When Connie Moore, ‘77 business administration, was an undergraduate student at San José State, one of her professors encouraged her to apply for an internship at a real estate investment trust (REIT) in San Francisco. That nugget of encouragement would shape the rest of Connie’s career and transform her life.

Like so many of SJSU’s grads, Connie was the first person in her family to graduate from a four-year university. Although she worked fulltime throughout college, she had never had an internship even though they provide students with valuable professional experience and networking opportunities.
She decided to apply and ended up getting the internship at the real estate company, BRE Properties, Inc., Connie was hired full-time six months later upon graduating from SJSU, joining two other interns with MBAs from Stanford.

Connie’s performance was so impressive that the company leaders entrusted her with one of its most troubled assets. Weeks into her new role, Connie was flying first-class across the country to Memphis, Tennessee, to develop a budget and a strategic plan for the property to reduce, if possible, the $6 million expected loss.

After working at BRE Properties for six years and quickly moving up the ranks, Connie left the company for another opportunity, only to return 20 years later as its president, CEO, and member of the Board of Directors. She was only the third CEO in BRE Properties’ history, and would serve in that role for close to a decade before merging the company with another REIT in 2014.

“Becoming a CEO never crossed my mind growing up,” Connie said. “I didn’t even know what a CEO was. SJSU provided me the skills and the confidence to imagine that anything was possible, which is why I’m so appreciative of the school. I know what an extraordinary difference SJSU made in my life”

Because of the significant impact that her time at SJSU had on her career and life, Connie has been a loyal supporter of her alma mater and is heavily involved in SJSU affairs. Since 2007, Connie has been a member of the Tower Foundation Board of Directors, twice serving as its Chair. She has also attended numerous leadership, fundraising, and networking events hosted by the Lucas College and Graduate School of Business and the SJSU Alumni Association.

Recently, Connie made provisions for a substantial future gift to SJSU through her estate by naming the Tower Foundation of SJSU as an estate beneficiary. The unrestricted funds will be used for scholarships, research, or facilities, giving the university president broad flexibility to fulfill the most pressing initiatives or needs across campus.

Connie said she made the gift unrestricted because she recognized that California’s public universities, such as San José State, are no longer fully state-funded. These days, they are “state-supported” or only partially funded, which means funding gaps must be filled through other means.

Connie’s gift will help ensure future SJSU students will have the financial support they need to pay for their education and go on to transform their lives as Connie’s SJSU degree did for her.

The gift is not the first gift Connie and her husband, Roger Greer, have made to SJSU. Earlier they created an endowment, in honor of her professor that suggested she apply for the internship at BRE, for the Lucas College and Graduate School of Business.

Giving to SJSU is simply Connie’s way of passing on the good fortune she received from the university so students can benefit for years to come.

“It’s never been about me,” Connie said. “It’s all about: What does this school need to achieve its mission? And how does SJSU help to transform students’ lives?”

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Frequently Asked Questions

Yes! Gifts of any size are deeply appreciated. Many people choose to leave a percentage of their estate, which scales up or down with your estate size.

Yes. Knowing in advance about your intentions is quite helpful to our staff, but you are always welcome to not share your gift.

We’ve partnered with FreeWill to help you make a will or trust at no cost to you. You can use this to complete your plans, or you may choose to use the same tools to get your affairs in order before visiting an attorney (who is likely to have a fee associated with finalizing your plans).

Yes. You are always free to revise or update your estate plans.

Yes! FreeWill will never share your personal information without your permission.

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We’re here to help you meet your goals!

Our team would be happy to speak with you in confidence about your giving goals, with no obligation.

Name: Sonia Wright

Title :Sr. Director of Development

Phone: 408-924-1328

Email: sonia.wright@sjsu.edu

Jenn Nelson

Title :Planned Giving Specialist

Phone: 408-924-1155

Email: jenn.nelson@sjsu.edu

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