Planned Giving and Bequests
There are a variety of planned gift options that will allow you to meet your philanthropic and financial goals. You can make a significant impact by supporting UC SAREP through your estate plans, for instance by making a bequest. Donors may also establish income-producing gifts such as charitable gift annuities or charitable remainder trusts, which benefit them during their lifetimes with up-front income tax savings and often at a higher return. Please contact Lorna Krkich at email@example.com or (530) 750-1287 for more information.
Stock and Appreciated Securities
Avoid capital gains tax and claim a federal tax charitable deduction for the full appreciated value of long-term (held more than 1 year) securities (stocks, bonds, mutual fund shares). In order to qualify, gifts must be transferred directly from your brokerage account to the Regents of the University of California. Please contact Lorna Krkich at firstname.lastname@example.org or (530) 750-1287 for more information.
Real Estate/Personal Property
Gifts of tangible property or other assets that represent value may offer you tax benefits while also enabling you to support our program. Examples include real estate, equipment, collections, and artwork. If you have a gift of this kind, please contact Lorna Krkich at email@example.com or (530) 750-1287.