Ways of Giving

OUTRIGHT GIVING

CASH AND SECURITIES Contributions of cash and appreciated securities are simple to do, and provide immediate tax savings. Additionally, gifts of this kind benefit the University now.

CHARITABLE LEAD TRUSTS A Charitable Lead Trust can provide immediate cash gifts from the trust income to the Campaign for a stated period of years. After that time, the appreciated assets return to you, or transfer tax-free to your heirs.

GIFTS OF PERSONAL PROPERTY Almost any form of property, such as works of art, antiques and other personal items can be a suitable charitable gift. In many cases, the full appraised value of the property on the date of the gift will be credited to the Campaign.

GIFTS OF REAL ESTATE The tax benefits of appreciated real estate provide you with an immediate tax deduction, and capital gains tax savings. Real Estate can be made now or through your will or living trust. Donors can also make a tax-deductible current gift of their home while continuing to live in and enjoy it for their lifetimes with a gift of retained life interest.

GIFTS OF INTELLECTUAL PROPERTY Gifts of intellectual property such as copyrights, patents, royalties, licenses, and technical data are welcome. The tax and legal provisions that govern these gifts vary according to the type of property.

DEFERRED GIVING

GIFTS BY WILLS OR LIVING TRUSTS We welcome gifts made by will or through a revocable living trust. Gifts by bequest may result in estate tax savings and can be established to enhance an endowed fund that will honor the donor or loved one in perpetuity or to establish a named or memorial fund.

GIFTS OF LIFE INCOME There are many types of planned gifts for those interested in making significant gifts while enjoying increased income and an immediate charitable deduction. This type of gift includes Charitable Remainder Trusts, Pooled Income Funds, and Charitable Gift Annuities. Other deferred gifts include Life Insurance and Retirement Plans.

For details, contact UCR’s Office of Gift Planning at (951) UCR-6449 or visit the following links:

Bequests for Scholarships

Peace of Mind Gift Annuity

Color Web Proposals