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Have you already included us in your estate plan?

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E-newsletter

Estate Planning Guide

1907 Legacy

UCR Gift Planning Brochures

Planning Your Gift at UCR

UCR Planned Giving Overview

Gift Options

Bequests (Gifts by Will or Living Trust) and Beneficiary Designation Gifts

Bequests Guide

Blended Gifts Guide

Charitable Gift Annuity Guide

Charitable Lead Trust Guide

Charitable Remainder Trust Guide

IRA Rollover Guide

Life Insurance Guide

Real Estate Guide

Retained Life Estate Guide

Stocks and Bonds Guide

Bequest Information

Pledge for Future Support Form

Sample Bequest Language

Qualified Charitable Distributions

Qualified Charitable Distributions (QCD) Brief

Legacy and Estate Planning

Legacy and Estate Planning: A Step By Step Guide

Wills and Living Trusts

Wills and Living Trusts: What Do I Need?

Bequests

You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.

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Charitable Gift Annuity

A charitable gift annuity is a great way you can make a gift to our organization and benefit. You transfer your cash or property to our organization and we promise to make fixed payments to you for life at a rate based on your age.

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IRA Charitable Rollover

An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.

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Have a Question?

Our Gift Planning team looks forward to speaking with you in confidence, with no obligation.

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