Sample Beneficiary Designation

PHOTO: David Schmitz

To designate San Jose State as a beneficiary of a qualified retirement plan or other financial account, please use the following information:

Legal Name:
Tower Foundation of San Jose State University

Address: 
University Advancement
One Washington Square
San Jose, CA 95192

Federal Tax ID number: 
83-0403915

PHOTO: James Tensuan

For More Information

Before deciding about your estate plan, consult an estate planning attorney. To designate how your gift will be put to use, or for more information, contact Randy Balogh, director of planned giving, at 408-924-1123 or randy.balogh@sjsu.edu

Have Questions? I'm Here To Help!

Randy Balogh

Randy Balogh

Director of Planned Giving
408-924-1123
randy.balogh@sjsu.edu

The content found on this site is general in nature and intended to be used for informational purposes only. It should not be relied upon as legal, tax, accounting or other professional advice. To determine how a gift or estate planning decision might affect your particular circumstances, it is expressly recommended that you consult an attorney, financial advisor or other qualified professional.