How to Offer a Gift-in-Kind
Notify California Lutheran University
To notify the University of your intention to offer a gift-in-kind, contact the Director of Estate and Gift Planning Shannon Yasman at 805.493.3838 or firstname.lastname@example.org. If Shannon is not available please contact Associate Director Richard Holmes at 805.493.3586 or email@example.com. If neither is available you may contact Steve Wheatly the VP for Advancement at 805.493.3828 or firstname.lastname@example.org.
It is strongly recommended that for gifts above $5,000 that an official appraisal accompany the offer for its valuation to be considered by the University. There is no guarantee that the University will accept the gift-in-kind.
For Cal Lutheran Departments Receiving Gifts-in-Kind
Any Cal Lutheran department or employee who receives a gift-in-kind for any purpose is requested to notify the Office of University Advancement immediately.