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Creating Your Legacy at UCR

Making a difference at UCR can be a very rewarding experience. An increasing number of UCR friends are now benefiting from life income gifts. A plan such as a charitable gift annuity or a charitable trust can offer income and tax benefits while establishing your legacy in higher learning. You can provide for yourself and your loved ones as you help to change lives through education and research at UCR.

We invite you to read the donor stories and explore the benefits of gift planning. If you would like more information on how you can secure life income while

you support UCR's continued excellence, call the Office of Gift Planning at (951) 827-3793. We can also be reached by e-mail at GiftPlanning@ucr.edu.

Benefits For Family and the University of California, Riverside

There are several types of plans which have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous long-term tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.

Double My CD Return
Valerie is a retired high school English teacher. She has been a careful saver and has a number of certificates of deposit, but she has seen her income decline. More on Double My CD Return >>.

Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.

Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

	Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.
Cecilia R. Soriano, MBA, CFRE, CSPG Executive Director, Gift Planning

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact GiftPlanning@ucr.edu.

If you are a professional advisor, you may take the following steps on this site.

General Campus Information

University of California, Riverside
900 University Ave.
Riverside, CA 92521
Tel: (951) 827-1012

Career Opportunities • UCR Libraries
Campus Status • Directions to UCR

Department Information

Office of Gift Planning
201 University Village

Tel: (951) 827-3793
Fax: (951) 827-6461
E-mail: giftplanning@ucr.edu

Creating Your Legacy at UCR

General Campus Information

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