Planned Giving

With thoughtful planning, UCSF alumni can fuel groundbreaking research, education, and patient care for generations to come.

There are many ways to make a “planned” gift, which can provide special tax and other advantages.

Bequests 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.
Life-income gifts 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.
Lead trusts 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.
Retirement plan gifts – which often represent a significant portion of our alumni donors’ net worth – can also make an excellent choice for funding a charitable gift.

Alumni who have included UCSF in their estate plans are invited to join the Heritage Circle, our recognition society for planned giving donors.