Established in 2006, The Legacy Society honors alumni and friends who have included Cleveland State University in their estate plans. Such planned gifts include will commitments; naming the University Foundation as beneficiary of a trust, life insurance policy or retirement plan; or creating life income gifts including charitable gift annuities or charitable remainder trusts. Cleveland State University is pleased to honor those who demonstrate a commitment to future excellence at the University by providing support for tomorrow. We recognize our Legacy members with an annual appreciation event, and for those who wish to be recognized in print, in our Annual Report.
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The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.