Who Manages Your Gift?

Your planned giving and endowment gifts are faithfully stewarded by a partnership of professionals:

  • Cal State East Bay and the Cal State East Bay Educational Foundation ensure that your generosity is used as you have intended and sets investment policies that minimize overall market risk while maximizing overall return.
  • The Cal State East Bay Educational Foundation administers remainder trusts, and endowment documentation and accounting, while the California State University Foundation in Long Beach administers charitable gift annuities.
  • UBS, a firm that specializes in investments, has been hired to advise the university and provide day-to-day management of our investments.

If you have any questions about how planned giving or endowment assets are invested or managed, we invite you to contact us 510-885-3183 or by e-mail to kathleen.brady@csueastbay.edu.

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