Making a Gift through your Estate Plan
If you are considering including The Paul Merage School of Business in your estate plan, congratulations! A gift through a bequest or other deferred plan can have many benefits, both to you as well as to your future beneficiaries, and it is one of the most important ways that donors support treasured and important non-profit institutions such as UC Irvine.
We hope personal donations by those, such as Professor Emeritus Judy Rosener, have inspired you to consider participating in making a planned gift to the Merage School new building campaign! Please check out this video to see how you can donate through an IRA Charitable Rollover.
Many options are available, and UC Irvine’s gift planning staff members are available to assist you in considering all of those opportunities. We encourage you to check the helpful information on the UC Irvine website, and we urge you to contact Sandra Findly at 949.824.8880 or firstname.lastname@example.org with your questions and plans.
Thank you for considering this amazing tool to benefit the Merage School!
You designate our organization as the beneficiary of your asset by will, trust or other instrument.
• Charitable Gift Annuity
You transfer your cash or appreciated property to our organization in exchange for our promise to pay you fixed income (with rates based on your age) for the rest of your life.
• Charitable Unitrust
You transfer your cash or appreciated property to fund a charitable trust. The trust sells your property tax free and provides you with income for life or a term of years.
• Charitable Annuity Trust
You transfer your cash or appreciated property to fund a charitable trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
• Charitable Lead Trust
You transfer your cash or property to fund a lead trust that makes gifts to us for a number of years. You receive a charitable deduction for the gift. Your family receives the remainder at substantial tax savings.
• Sale and Unitrust
If you give a portion of your property to us to fund a charitable remainder trust, when the entire property sells you receive cash and income for life.
• Bargain Sale
We purchase your property for less than fair market value. You receive the cash and a charitable deduction for the difference between the market value and purchase price.
• Give it Twice Trust
You may be looking for a way to provide your children with income while making a gift to charity. The Give it Twice Trust is a popular option that allows you to transfer your IRA at death to a term of years unitrust.
• Life Estate Reserved
You may desire to leave your home or farm to us at your death, but would like to receive a current charitable tax deduction. A life estate reserved might offer the solution you need!