In writing your will or arranging a living trust, you can spell out that you want your estate to benefit UCLA. For
a sample of donor bequest language,
click here. For information on how to include UCLA in your estate plans, please
contact
gift planning at (800)737-8252.
Charitable Gift Annuities
You can transfer money, securities or real estate in trust to UCLA and receive income in return for yourself or
another, for life. For more information, visit
gift planning or call (800)737-8252.
Qualified Retirement Plans
Designating The UCLA Foundation as a beneficiary of your qualified IRA, KEOGH, 401(k) or 403(b) can be a boon to your
heirs since more assets may be passed on to them than if you make a bequest from other funds in your estate. Gifts
from IRA accounts are now tax-free through 2009:
Click here for details. For more information on how to fold UCLA into your retirement and estate planning, please
contact
gift planning at (800)737-8252.
You can deed real property to The UCLA Foundation, in whole or in part, to benefit the university. You can also deed a
home to UCLA—receive a sizable, personal tax deduction, yet still occupy your home for life. For more details, please
contact
gift planning at (800)737-8252.
Good news. Gifts of appreciated securities are tax deductible at their full market value. To find out more, please
contact our securities coordinator at (310) 794-3434.
This department assists corporations and foundations in structuring collaborative alliances with UCLA, meeting their
strategic goals and helping maintain the university's excellence by directly impacting its exceptional students,
faculty and programs.
Tax ID numbers, tax exemption letters and other frequently requested items are provided below to facilitate
your gifts to the university.