Palm Drive Legacy Society

The Palm Drive Legacy Society recognizes alumni and friends who have invested in California Baptist University's future through a planned gift. Examples of planned gifts include: bequests, trusts, annuities, beneficiary designations from life insurance, and/or an IRA.

Membership in the Palm Drive Legacy Society demonstrates your commitment to improving future generations through Christ-centered, educational experiences. Your gift not only positively impacts CBU, but also inspires others to make the decision to support the mission of CBU through purposeful giving.

TO BECOME A MEMBER:

  1. Contact Dan Westermann at 951-343-4355 or dwestermann@calbaptist.edu for additional information or to discuss the options for including CBU in your will or estate plan.
  2. Complete a CBU Statement of Intent (SOI) form. If you have already completed this form, there is no need to complete it again.
  3. Seek the advice of your financial or legal advisor.
  4. When including CBU in your plans, please use our legal name and federal tax ID.
    Legal Name: California Baptist University
    Location: 8432 Magnolia Avenue | Riverside, CA 92504
    Federal Tax ID Number: 95-1890710

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 illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.

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