giftplanning.ucsd.eduCharitable Giving | UC San Diego

Gift Planning Home Easy Gifts Wills and Living Trusts Beneficiary Designations Give From Your IRA Scholarships Income Gifts Charitable Gift Annuities Charitable Remainder Trusts More Ways to Give Life Insurance Appreciated Securities Donor Advised Funds Real Estate Endowed Gifts Charitable Lead Trusts Resources & More Gift Illustrator Your Planning Library Bequest Language Planning Toolkit The York Society Meet Our Donors She Who Inspires For Professional Advisors Contact Us Your Gift Matters Your generous heart is helping UC San Diego transform California and a diverse global society. Including us in your estate plan can help UC San Diego change the lives of so many people far into the future. The Office of Gift Planning is here to help your kindness boost the futures of generations to come. Already included us in your estate plan? Let Us Know Our Top Resource This comprehensive estate planning kit will help you protect loved ones, organize everything in one place, and save on taxes. Download My Kit Sample Language for Your Will Get the legal language to share with your attorney to make a gift in your will or living trust. Contact Us Calculate Your Benefits Get a personalized look at how different gifts can support your financial goals. Gift Illustrator Receive Our Newsletter You can read our most recent issue of Legacy to learn about our donors and receive financial, estate, and gift planning information. Subscribe York Society The York Society is an exceptional group of supporters whose generosity through planned gifts helps secure the future of UC San Diego. Become a Member Your Gifts at Work With the help of our donors, UC San Diego is transforming the student experience, our campus, and ultimately, humanity itself. Impact Stories What’s New? Highest Rates in 16 Years: The Amazing Benefits of the Charitable Gift Annuity Bequest Language for a Gift In Your Will View All Articles You Decide How You Give. Start Here. Giving Amount Under $25,000 $25,000 to $99,999 $100,000 to $999,999 $1 million or more Under $25,000 The most popular options for a gift in this range: Gift of Cash Outright Gift of Appreciated Securities Donor Advised Fund Gift in Your Will or Living Trust Charitable Gift Annuity Beneficiary Designations $25,000 to $99,999 The most popular options for a gift in this range: Gift of Cash Outright Gift of Appreciated Securities Donor Advised Fund Gift in Your Will or Living Trust Charitable Gift Annuity Beneficiary Designations $100,000 to $999,999 The most popular options for a gift in this range: Outright Gift of Appreciated Securities Gift in Your Will or Living Trust Beneficiary Designations Charitable Gift Annuity Outright Gift of Life Insurance Charitable Remainder Trust Charitable Lead Trust $1 million or more The most popular options for a gift in this range: Outright Gift of Appreciated Securities Gift in Your Will or Living Trust Beneficiary Designations Charitable Remainder Trust Charitable Lead Trust Age Under 40 40-54 55-69 70+ Under 40 The best gift options for you: Gift of Cash Outright Gift of Appreciated Securities Donor Advised Fund Gift in Your Will or Living Trust Beneficiary Designations 40-54 The best gift options for you: Gift of Cash Outright Gift of Appreciated Securities Donor Advised Fund Gift in Your Will or Living Trust Beneficiary Designations 55-69 The best gift options for you: Outright Gift of Appreciated Securities Gift in Your Will or Living Trust Charitable Gift Annuity Beneficiary Designations Real Estate Charitable Remainder Trust Charitable Lead Trust 70+ The best gift options for you: Outright Gift of Appreciated Securities Gift in Your Will or Living Trust Charitable Gift Annuity Beneficiary Designations Smart Giving From Your IRA Outright Gift of Life Insurance Real Estate Charitable Remainder Trust Charitable Lead Trust Assets Cash Appreciated Securities Retirement Plan Assets Life Insurance Real Estate Donor Advised Funds Cash Most popular ways to give this asset: Gift of Cash Gift in Your Will or Living Trust Charitable Gift Annuity Donor Advised Fund Charitable Remainder Trust Charitable Lead Trust Appreciated Securities Most popular ways to give this asset: Outright Gift of Appreciated Securities Gift in Your Will or Living Trust Charitable Gift Annuity Donor Advised Fund Charitable Remainder Trust Charitable Lead Trust Retirement Plan Assets Most popular ways to give this asset: Beneficiary Designations Smart Giving From Your IRA Charitable Remainder Trust Donor Advised Fund Life Insurance Most popular ways to give this asset: Outright Gift of Life Insurance Beneficiary Designations Real Estate Most popular ways to give this asset: Real Estate Gift in Your Will or Living Trust Charitable Gift Annuity Charitable Remainder Trust Charitable Lead Trust Not Sure How to Begin? To get started, answer a few simple questions . Not Sure How to Begin? I am most interested in making a gift to UC San Diego that: Question 1 Option 1 Allows me to see my gifts in action during my lifetime. Question 1 Option 2 Leaves a legacy at UC San Diego and will benefit our mission after my lifetime. The financial benefit that most interests me is: Question 2 Option 1 Obtaining an income tax deduction. Question 2 Option 2 Eliminating or reducing capital gains tax. Question 2 Option 3 Giving without affecting my disposable income. Question 2 Option 4 Creating a secure financial future for my family. The financial benefit that most interests me is: Question 3 Option 1 Receiving regular payments for myself, my spouse, or a loved one. Question 3 Option 2 Retaining flexibility and control of my assets. Question 3 Option 3 Saving on estate taxes. Question 3 Option 4 Obtaining an income tax deduction. You should consider: An outright gift of cash An outright gift of appreciated securities An outright gift of real estate An outright gift of tangible personal property Creating a donor advised fund You should consider: A gift of appreciated securities A gift of appreciated real estate A gift of appreciated tangible personal property Creating a donor advised fund with appreciated assets You should consider: A gift of appreciated securities A gift of real estate A gift of life insurance A gift of tangible personal property You should consider: Creating a charitable lead trust You should consider: Creating a charitable gift annuity Creating a charitable remainder trust You should consider: A gift in your will or living trust Naming us beneficiary of your retirement plan assets, life insurance, bank accounts, or investment accounts A gift of a retained life estate You should consider: A gift in your will or living trust Naming us beneficiary of your retirement plan assets, life insurance, bank accounts, or investment accounts Creating a charitable remainder trust A gift of life insurance You should consider: Creating a charitable gift annuity A gift of life insurance A retained life estate Creating a charitable remainder trust Have a Question? Our gift planning team would be happy to speak with you in confidence, with no obligation. Contact Us Create a safe and secure estate plan. Free! Federal tax ID number: 95-2872494 Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the...