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Gifts With Tax Benefits

Charitable Gift Annuity

A UCLA charitable gift annuity is one of the easiest ways to support your philanthropic interests. In exchange for your gift of cash or appreciated securities, you receive fixed income for life. You also benefit from an immediate charitable income tax deduction, and a significant portion of the annuity payments is tax-free. For more information, click here.

Deferred Charitable Gift Annuity

A UCLA deferred charitable gift annuity gives you all the advantages of an immediate charitable gift annuity plus the added flexibility of timing and increasing your annuity payments to enhance your financial plans. For more information, click here.

Charitable Remainder Annuity Trust

Build a meaningful UCLA legacy while receiving predictable and secure income for life or a term of years. For more information, click here.

Charitable Remainder Unitrust

A UCLA charitable remainder unitrust is a gift arrangement that allows you to support the university while providing you with tax and income advantages. For more information, click here.

Gifts of Real Estate

Real estate (your primary residence, vacation home, commercial property, farm or land) is an asset you can leverage in a variety of ways to support UCLA while reducing taxes and eliminating the burden of maintaining or selling your property. For more information, click here.

Retained Life Estate

Make a gift of real estate during your lifetime, and enjoy immediate and significant tax benefits while continuing to live in your home for life. For more information, click here.

Gifts of Retirement Assets

Retirement savings may be a large portion of your estate. However, these assets are also subject to income tax and possibly estate tax. Funding charitable gifts with retirement assets lets you minimize taxes. You also maximize your philanthropic impact and leave other, less taxed parts of your estate to your loved ones. For more information, click here.

Donor Advised Fund

A donor advised fund is a highly personalized approach to philanthropic giving. It is a powerful tool for you and your family to make transformative gifts to UCLA and to your favorite charities. For more information, click here.

Gifts of Tangible Personal Property

Giving art, jewelry, rare books or manuscripts and other collectibles to UCLA provides you with tax advantages and the satisfaction of a legacy that will benefit generations to come. For more information, click here.

Gifts of Life Insurance

A life insurance policy allows you to make a meaningful philanthropic gift while preserving other assets for yourself and your family. For more information, click here.

Charitable Lead Trust

A charitable lead trust lets you provide sustained philanthropic support to UCLA and benefit from significant tax advantages. When the trust ends, the assets pass to your loved ones. For more information, click here.

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