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All Gifts-at-a-Glance

Where do you want to go? Click on the gift plans that interest you to learn more about how they can help you and us reach our goals.

Outright Gifts

Assets can be given outright or used to fund a life-income gift. For an overview of how you can structure your gift, go to Giving Wisely.

Gifts of Cash
Did you know that this simplest gift maximizes your charitable deduction and delivers immediate benefits to UCI?

Appreciated Securities
Did you know that the IRS still allows you one of its most significant tax breaks for these gifts? Here's the information you need about how to transfer appreciated stocks and bonds to UCI.

Gifts of Real Estate
Did you know that you can make a substantial gift to UCI through a transfer of residential, commercial, or undeveloped real estate? Here's how we can work together on your gift.

Gifts of Business Interests
Did you know that you can give UCI an interest in a closely-held or family business? Here's how we can work together on your gift.

Gifts of Partnership Interests
Did you know that you can transfer an interest in a real estate or oil-and-gas partnership that could produce more benefit for us than it’s giving you? Learn how these gifts are made, what the IRS requires, and how we review gift offers.

Gifts of Personal Property
Did you know that you can give is books, artwork or equipment and also secure an income tax deduction? Learn about tax regulations and appraisal requirements for such gifts here.

Estate Gifts

Bequests
Did you know that this most fundamental planned gift delivers critically important support to UCI every year? You'll find descriptions of the various types of charitable bequests, plus sample bequest language, here.

Gifts of Retirement Plans
Did you know that your retirement plan can deliver more benefit to UCI than to your heirs? Learn more about this tax-advantaged estate gift here.

Gifts of Life Insurance
Did you know that you can create a significant endowment here from income rather than capital?

Gifts in Partnership With Us

Charitable Gift Annuities
Did you know that our simplest life-income gift also delivers the highest annual payments and significant tax benefits for you? In return for your gift, UCI pays you an annuity; you receive an income tax deduction, avoid upfront capital gains tax on your gift transfer, and pay no income tax on part of the payments you receive from UCI.

Deferred Gift Annuities
Did you know that there is a life-income gift designed to build younger donors’ retirement earnings? Deferring the start of your annuity until retirement or later gives you a large income tax deduction now and an additional source of income when you need it later.

Charitable Remainder Unitrusts
Did you know that this powerful life-income gift is our most creative planning tool for donors? The unitrust pays you a fixed percentage of principal and reinvests excess income. You have flexibility in determining who will manage the unitrust, the length of the income payout and the number of income beneficiaries, and which assets will be placed into the trust.

Charitable Remainder Annuity Trusts
Did you know that you can combine flexible management of your gift with a predictable fixed-income payout? The annuity trust is individually managed, and can pay fixed income for life or a term of years to multiple beneficiaries.

Charitable Lead Trusts
Did you know that one gift plan reduces the cost of transferring assets to your family – while delivering immediate benefits to UCI? The lead trust holds appreciating assets for a term and pays income to UCI, then passes the principal to your family. This gift plan freezes the taxable value of appreciating assets but passes on to your family the full market value after the period of income to UCI.

Retained Life Estates
Did you know that you can give UCI your house and continue to live there rent-free? Learn the tax details here.

Charitable Bargain Sales
Did you know that this part-gift/part-sale transaction gives you a charitable deduction plus cash to purchase other property? Details on this creative gift plan are here.

The Pooled Income Fund
Did you know that we offer a life-income gift that works like a charitable mutual fund? You can give us cash or securities, receive an income tax deduction and avoid capital gains tax on the transfer, secure lifetime income, and deliver significant support to us.

University of California, Irvine
4199 Campus Drive, Suite 400
Irvine, CA 92697-5601
949-824-8384 | Fax: 949-824-6352
E-mail: giftplan@uci.edu


 
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