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Wills & Bequests

Remember UCLA in your Will

A flexible and popular method of achieving your charitable goals and building a legacy is to create a bequest through your will or name UCLA as beneficiary of a retirement plan.

  • A bequest is a gift that comes directly to UCLA at the end of your life.
  • It can be revised any time your circumstances change.
  • It can provide life income for someone you wish to remember.
  • An outright bequest to UCLA is fully deductible for estate tax purposes.

The most common bequest is an unrestricted bequest for the general purposes of UCLA. This allows the university to use your gift wherever it is most needed. However, if there is a particular area you wish to support, our planned giving team will work with you to help ensure that your request is directed effectively.

Bequests typically take one of the following forms

  • A specified dollar amount.
  • Specific assets, such as securities, real estate, or tangible personal property.
  • Retirement account assets, consisting of any benefits remaining in your retirement plans.
  • A residuary bequest, in which UCLA receives all or a percentage of the remainder of your estate after all other obligations are met.
  • A contingent bequest, in which UCLA becomes the beneficiary only if the named beneficiary is unable to accept the bequest.
  • An existing will or trust can be amended to make a gift without rewriting the entire document. Your attorney can prepare a simple document, called a codicil, which adds a new bequest while reaffirming the other terms of your will. Similarly, an attorney can prepare an amendment to a revocable trust to add UCLA as a beneficiary.

For more information, please Email us at giftplanning@support.ucla.edu or call us at 310-794-2334 (or 800-737-UCLA (8252)) so that we can assist you through every step of the process.

Should You Share Your Plans?

If you have included UCLA in your plans (or intend to), please let us know:

  • UCLA would like to make sure your wishes are understood and your bequest will be used as you intend.
  • We can provide you with sample bequest language, if desired.
  • The university would like to thank you and include you in our legacy group, UCLA Legacy Society
  • UCLA handles all gift and bequest communications with the utmost care and confidentiality.
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