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About Osher

Your Osher Lifelong Learning Institute is a financially self-supporting program that does not receive any state funding. Membership fees and endowment interest are our largest sources of revenue, but they still don't cover our full operating costs. We rely on the generosity of our members to keep the program thriving and affordable. Making a financial gift is one way to appreciate the impact OLLI has had on your life in retirement. Your gift will help ensure the long-term sustainability of the enriching educational and social programming that touches the lives of so many seniors throughout the Coachella Valley. Your gift ensures that OLLI has:

• the capacity to expand and adjust to changing needs
• the staff to provide a high level of service for all members and instructors
• the space and ability to serve lifelong learners throughout the Coachella Valley
• the resources to be innovative and entrepreneurial, whatever the economic climate

Please consider a gift to OLLI at a level that is comfortable for you. Your support matters and is greatly appreciated.

MAKE A GIFT NOW

Give Today

• Make a single donation of any amount.
• Make a multi-year pledge, with convenient payments to fit your budget. Learn more about the Legacy Program
• Gifts help bridge the gap between membership revenues and operating costs, and provide flexibility to create new initiatives and programs.
• You can also designate your gift to support a specific program, course, or instructor. 

Give for Tomorrow

Wills, Trusts & Retirement Accounts

One of the simplest ways to provide a charitable legacy is through your will or trust. Life insurance policies, investment accounts, and retirement accounts can also be used to create your charitable legacy. You select the specific amount or percentage, and you maintain the ability to change or revoke the gift throughout your lifetime. This option is the easiest and most flexible.

Stocks

Typically, you select the stock to be gifted at its appreciated value and make an outright gift through a transfer of shares. You can minimize or eliminate taxes on capital gains, and in most cases, you can deduct the full amount of the fair market value of the stock as a donation.

Annuities

In exchange for your annuity gift, you will receive a fixed, periodic payment for life, sometimes at a higher payout than other investment options. A portion of the distributions may be tax-free or taxed at a more favorable rate. Annuities often provide an immediate federal income tax deduction for a portion of the gift.

Charitable Remainder Trusts

A charitable remainder trust allows you to receive an income now through fixed, periodic payments. At the termination of the trust, the remainder is transferred to OLLI at CSUSB. This type of trust can eliminate taxes on capital gains, plus you can select the payout rate and duration of the trust.

Thank You, OLLI Supporters

A huge THANK YOU to our OLLI donors! Your commitment to the future of our OLLI is greatly appreciated.

Interested in learning more? To discuss giving options that have meaning for you, please contact us at (909) 537-8248 or olli@csusb.edu.