Our legacy is advancing knowledge, inventing cures and solutions
What will your legacy be?

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Assets to Give

Consider a range of assets to fund your legacy, including appreciated securities, real estate, retirement plans and more.

Appreciated Securities

An outright gift of appreciated securities, if held longer than one year, allows you to maximize your gift to UCLA, receive a charitable deduction for the full fair-market value and save the capital gains tax you would have to pay if you sold the asset. Appreciated securities can also be used to fund a life income gift that allows you to defer and/or minimize capital gains tax, or it can be gifted through your estate. read more

Retirement Assets

Retirement assets can be a tax-efficient way to support the university, as they are often subject to income tax, and possibly estate tax when left to a loved one other than a spouse. Consider this asset for some or your philanthropic goals while saving other, less taxed assets for individual beneficiaries. read more

Real Estate

Real estate (your primary residence, vacation home, commercial or investment property, farm or land) can be given during your lifetime, as a bequest in your estate plan, or used to fund a range of life income gifts. read more

Tangible Personal Property

Gifts of art, jewelry, rare books or manuscripts and other collectibles to UCLA provides you with tax advantages and the satisfaction of a legacy that will benefit generations to come. read more

Life Insurance Policies

A life insurance policy allows you to make a meaningful gift to UCLA while preserving other assets for yourself and your family. read more

scriptsknown

Read the latest news from campus: How campus units are collaborating to provide PPE for medical staff • UCLA researchers and global effort to test therapies • A summary of the "CARES Act" Congress signed into law and Gift Planning news. read more

New Tax Law Changes with the CARES Act

Congress recently passed the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) that includes several charitable tax provisions to encourage giving. These include:

  • A new deduction for donors who do not itemize when filing their tax returns. If you do not itemize but make a cash gift to charity, you will be allowed to take a special tax deduction, up to $300, to reduce your tax liability.
  • An increase in the deduction limit up to 100% of a donor's annual income for cash gifts (previously the deduction was capped at 60% of annual income). If you make a gift, you will be able to deduct more this year.

If you are interested in learning more about these opportunities, please contact UCLA's Gift Planning team at 800-737-8252 or at giftplanning@support.ucla.edu. Please also let us know how we can help you during this time.