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Giving Through Your Will or Trust

YOUR UCLA LEGACY WILL TRANSFORM, ENRICH AND SAVE LIVES.

Making a gift (bequest) through your will or living trust gives you the immediate satisfaction of creating a lasting and personal legacy that ensures UCLA's future and costs nothing now.

BENEFITS

  • Your gift will have a significant impact
    Direct your bequest to any area of UCLA and create a legacy that will help change lives through education, health care, the arts, and breakthroughs in research and technology.
  • A bequest is flexible
    You can use a wide range of assets to make your gift and create a highly personalized plan.
  • Your assets remain in your control
    You can modify your bequest if your situation changes.
  • A charitable bequest may minimize estate tax
    For donors who are subject to estate tax, a charitable bequest could reduce the amount of estate tax paid. In addition, some assets, such as retirement accounts, are heavily taxed when left to heirs and may also trigger an estate tax. A charitable gift, funded with these assets, bypasses taxation and gives your legacy maximum impact.

HOW IT WORKS

For many donors, the easiest way to make a significant gift to UCLA is through their will or living trust

  • Simply name The UCLA Foundation as a beneficiary in your estate documents, and direct your gift to any program or department either to be used outright or to create an endowed fund that will last for generations. Alternatively, you may allow your gift to be used at the discretion of UCLA to support the area of greatest need.
  • Create an addition (codicil) to your existing will or an amendment to your revocable trust.
  • Choose to give a specific sum or a percentage of your estate in support of the university.
  • You can also give what remains in your estate after other distributions have been made.
  • Additionally, you can give specific assets, including securities, real estate (such as a residence or office building) or personal property (such as artwork, antiques, royalties, copyrights, etc.).
  • Name The UCLA Foundation as a retirement plan beneficiary. To do so, you need to contact your retirement plan administrator and complete the necessary beneficiary designation forms.
  • Name The UCLA Foundation as the beneficiary of your life insurance policy. Contact your policy's administrator so that you can complete the beneficiary designation form.

SHOULD YOU SHARE YOUR PLANS?

If you have already included UCLA in your plans (or you intend to), please let us know.

  • UCLA would like to make sure your wishes are understood and that your gift will be used exactly as you intend.
  • The gift planning team can provide you and your advisors with sample bequest language, if desired.
  • The university would like to thank you and, if you wish, include you in the UCLA Legacy Society, a group of philanthropists who share a strong bond with UCLA and a desire to build a better tomorrow.

Contact Us

800-737-UCLA (8252) • giftplanning@support.ucla.edu

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UCLA's gift planning professionals are happy to provide you and your legal and financial advisors with personalized illustrations of the benefits that a gift of real estate offers. Any information in this publication is not intended as legal, accounting, or financial advice. Please consult with your tax, legal, and financial advisors to ascertain whether this or other gift plans are in keeping with your own tax and financial needs. Conversations with the university's gift planning team are always confidential and never imply obligation.

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UCLA Bequest Challenge

UCLA Bequest Challenge

100% toward goal!

Thank you to our generous UCLA alumni and friends who chose to remember UCLA in their wills or living trusts in support of the many campus units! We reached our goal of identifying more than 1,200 new bequest intentions to the university.

Each gift represents future scholarships and fellowships, new research breakthroughs, world-class patient care, a place for the arts to flourish, and so much more.

It is not too late to establish a meaningful legacy gift and join a philanthropic effort that will propel and support the university into its second century.
Please contact UCLA's Office of Gift Planning.