Planned giving often allows donors to make larger gifts than they may have thought possible. Planned gifts are gift arrangements that have specific tax advantages and often include lifetime income to a beneficiary or beneficiaries named by the donor.
We encourage you to consult your personal financial advisor about making a gift. Our staff is also available to discuss your personal financial situation in confidence and to respond to requests from attorneys, accountants and financial planners.
Bequests are made by naming the UC Davis Foundation or UC Davis as a beneficiary in your will or living trust. They often serve as the cornerstone of planned giving, and as the first step in creating a philanthropic legacy. A bequest for any amount can be made by anyone, at any age, with a will or trust.
You and your legal adviser are encouraged to consult with the UC Davis Planned Giving Office regarding the gift language to ensure your intentions are fulfilled.
- Charitable gift annuities provide fixed, partially tax-free payments. A gift annuity is a simple, contractual agreement between a donor and the university in which a donor transfers assets in exchange for the university's promise to pay one or two annuitants payments for life.
- Charitable remainder trusts provide income to the beneficiary(ies) for life or for a set number of years. A charitable remainder unitrust generates payments based on a fixed percentage of the annual value of the trust assets. The payout will vary from year to year. A charitable remainder annuity trust pays a set dollar amount annually based on the initial value of the trust assets. The payout remains constant each year.
Those who include UC Davis in their estate plans are honored through the Shields Society.
For more information on planned giving, please contact Alison Morr Kolozsi, Director of Major Gifts and Planned Giving, at (530) 754-5420 or firstname.lastname@example.org.
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