Assets to Give

Consider a range of assets to fund your legacy, including appreciated securities, real estate, retirement plans and more.

Appreciated Securities

An outright gift of appreciated securities, if held longer than one year, allows you to maximize your gift to UCLA, receive a charitable deduction for the full fair-market value and save the capital gains tax you would have to pay if you sold the asset. Appreciated securities can also be used to fund a life income gift that allows you to defer and/or minimize capital gains tax, or it can be gifted through your estate. read more

Retirement Assets

Retirement assets can be a tax-efficient way to support the university, as they are often subject to income tax, and possibly estate tax when left to a loved one other than a spouse. Consider this asset for some or your philanthropic goals while saving other, less taxed assets for individual beneficiaries. read more

Real Estate

Real estate (your primary residence, vacation home, commercial or investment property, farm or land) can be given during your lifetime, as a bequest in your estate plan, or used to fund a range of life income gifts. read more

Tangible Personal Property

Gifts of 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. read more

Life Insurance Policies

A life insurance policy allows you to make a meaningful gift to UCLA while preserving other assets for yourself and your family. read more