Planned Giving

Shape Tomorrow, Today

Create a legacy that fuels innovation, research, and education at UCR.

Hero Slideshow

Have you already included us in your estate plan?

Let us know
E-newsletter
Estate Planning Guide
1907 Legacy

Sunday June 22, 2025

Resources for Professional Advisors

GiftLaw Pro

GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...

Learn More
Deduction Calculator

The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Click here to access and run charitable deduction calculations for your favorite gift plan...

View Presentation
Washington News

During the 35-day federal government shutdown, the IRS taxpayer assistance phone lines were not available. Millions of frustrated taxpayers who needed information from the IRS responded by writing letters. How many letters were sent to the IRS? An estimated five million unopened letters greeted...

Learn More
Case of the Week
George's "UT to Green Gift Annuity" Conversion

George Green was a man of humble beginnings. He was born in Bulgaria and lived with his parents on their farm. George was a diligent student and was determined to become a successful business owner....

Learn More
Private Letter Ruling
Portability Election Extension Granted

Decedent died and was survived by Spouse. Decedent's estate represents that it was not required by Sec. 6018(a) to file a Form 706 estate tax return. Decedent had an unused portion of the applicable...

Learn More
Article of the Month
How to Collect Charitable IRA Beneficiary Designations

Traditional IRAs are funded with pretax dollars and grow tax free. Many traditional IRAs are created through rollovers of other types of qualified plans at retirement. The payouts from traditional...

Learn More
scriptsknown

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.

Learn More

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.

Learn More

Have a Question?

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

Contact Us
Invest in UCR
University Advancement
UCR Foundation