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What Is a Planned Gift?

The UCLA Office of Gift Planning provides philanthropic services to donors like you, who want to share of themselves and create a lasting legacy.

Our goal is to facilitate the integration of your charitable interests with your overall tax, estate and financial plans. Planned giving often allows donors to make a larger philanthropic impact than they may have otherwise thought possible. We would like to collaborate with you and your advisers to ensure that your philanthropy not only maximizes tax benefits and income for life, but also creates a legacy that will make a difference in areas important to you.

As you think about the legacy you would like to build at UCLA, we encourage you to explore the many gift options featured on this site.

If you're not sure where to begin, try Compare Gifts or Gifts by Age Group and Our Calculator. These easy-to-use tools step you through the process of narrowing down your choices.

Planned gifts fall into two major categories:

  1. Gifts Through Your Estate
    • Bequests require no minimum amount or asset type.
    • Your estate receives a charitable tax deduction.
    • You can revise your bequest at will to make a restricted, unrestricted, or endowment-building gift.
    • You leave a permanent legacy to UCLA.
  2. Gifts During Your Lifetime
    • Various assets can fund a gift that will provide life income.
    • You receive an immediate charitable tax deduction.
    • You can structure payments for designated individuals? lifetimes.
    • You leave a permanent legacy to UCLA.

If you prefer to have a confidential conversation with one of our planned giving directors, simply call 310/794-2334 or 800/737-UCLA (8252). You can also email us at giftplanning@support.ucla.edu or send us an information request through Contact Us.

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