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Gift Planning News

The Charitable IRA rollover is now permanent!

This is a great way to avoid taxation on IRA distributions and make a significant gift to UCLA.

Here's how it works:

  • You should be 70½ or older at the time of the gift.
  • Funds should be transferred directly from your financial institution to The UCLA Foundation.
  • Transfers must be made from a traditional IRA.
  • Gift can be any amount, up to $100,000 per person ($200,000 for a couple with separate IRAs).
  • Satisfies the annual Required Minimum Distribution (RMD).
  • Allows you to make an additional tax-free gift, even when you have maximized your annual charitable deduction.
Learn more about the charitable IRA rollover and other gifts of retirement assets


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UCLA Bequest Challenge

UCLA Bequest Challenge

85% toward goal!

As UCLA prepares to celebrate its first 100 years of excellence, help us achieve our goal of identifying 1,200 new bequest intentions to the university by the end of the Centennial Campaign for UCLA on December 31, 2019.

Let the discoveries and achievements of UCLA's next century be part of your legacy.