Wills & Bequests

Create a Lasting Impact

A current will is vital to ensuring that your and your family’s future is secure and to leaving your legacy. A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to Cleveland State University as part of your estate plan.

When you leave CSU as a beneficiary in your will or trust, you may receive estate tax savings and lessen the burden of taxes on your family. Also, the bequest is revocable in case your plans change in the future.

A bequest may be made in several ways

• Percentage Bequest – Make a gift of a percentage of your estate.
• Specific Bequest – Make a gift of a specific dollar amount or asset.
• Residual Bequest – Make a gift from the balance or residue of your estate.

For suggested bequest language and Cleveland State University's IRS Tax Identification Number, please download our Suggested Bequest Language Form.

If you have already included CSU in your will or estate plans, or have questions on how to do so, please contact us. We would like to recognize you for your commitment, be sure to honor the intentions for your gift, and assist you with any questions you may have.