Planned Giving | UCSF Alumni

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typeof="foaf:Image" /> </picture> </div> <div class="container"> <div class="hero__text"> <h1 class="color--white">Planned Giving</h1> <div class="color--white"> <div> <p>With thoughtful planning, UCSF alumni can fuel groundbreaking research, education, and patient care for generations to come.</p> </div> </div> </div> </div> </div> <div class="container"> <div class="page__wrapper page__wrapper--with-sidebar"> <div class="page__content"> <div class="paragraph paragraph--type--text paragraph--view-mode--default text"> <div class="container"> <p>There are many ways to make a “planned” gift, which can provide special tax and other advantages.</p> <ul> <li><strong>Bequests</strong> can be made in a will or revocable trust, or by designating the UCSF Foundation as the beneficiary of an asset such as a retirement plan.</li> <li><strong>Life-income gifts</strong> such as gift annuities and charitable remainder trusts can provide alumni donors with an income stream, significant tax savings, and the satisfaction of providing UCSF with vital long-term resources.</li> <li><strong>Lead trusts</strong> protect your assets and allow you to direct gifts to UCSF for a specified period of time and, in turn, receive either a charitable deduction now for gifts made in subsequent years or a reduction in gift or estate taxes on property you wish to pass to heirs.</li> <li><strong>Retirement plan gifts</strong> – which often represent a significant portion of our alumni donors’ net worth – can also make an excellent choice for funding a charitable gift. </li> </ul> <p>Alumni who have included UCSF in their estate plans are invited to join the <a href="https://ucsf.giftplans.org/index.php?cID=111&msect=1&create=1&mID=4">Heritage Circle</a>, our recognition society for planned giving donors.</p> </div> </div> </div> <aside class="page__sidebar"> <div class="paragraph paragraph--type--text paragraph--view-mode--default text"> <div class="card"> <div class="card__body"> <div class="h3"> 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