Osher Lifelong Learning Institute at CSU, Chico

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An Enduring OLLI is a Brighter OLLI

A Legacy of Learning

Your legacy can reflect everything that is most important and meaningful to you. What better way to thank the organization that has had an impact on your life, or the life of someone you love, than by making a contribution from your estate? By creating a legacy, you are making a significant contribution to the future sustainability of the organization that is meaningful to you.

The Bernard Osher Foundation has created an ongoing legacy of education through private philanthropy. At CSU, Chico, we also have a similar legacy that built the foundation of our campus. And now OLLI Chico is building on these same values. The foundation of building a legacy is a deep sense of identity and knowing your options. It’s more than just knowing what is important to you and your family, but also understanding the ability you have to plan with unique financial benefits:

•    What options best fit your personal values?
•    What is non-negotiable?
•    How will family be involved?
•    Where does the financial plan fit?
•    Do I need flexibility?

Our "Legacy of Learning" program presents ways for our members to help us build our own endowment to support the OLLI programs and services, such as leaving a gift in your will or bequest gifting through a charitable trust, gift annuity, life insurance, pension plan, IRA, or through real estate. There is a wide range of gifting vehicles that can provide you income for a lifetime along with valuable tax savings.

If you are interested in learning more about how OLLI can be a part of your estate planning, or to request that a Legacy of Learning brochure be mailed to you, please contact Ann Nikolai, OLLI Director.