The University of California, San Francisco is grateful for the many gifts it has received over the years from alumni, faculty, staff, and friends through their estate plans. These planned gifts have supported capital projects, leading-edge research, student scholarships, faculty chairs, and much more. A thoughtfully planned gift allows you to leave a lasting legacy while supporting the areas of UCSF Fresno that matter most to you—whether addressing its greatest needs or advancing a specific program or department.
Dr. Cynthia Curry, a longtime UCSF Fresno pediatric geneticist and professor emeritus, made a planned gift to support genetics services and specialist training in the San Joaquin Valley, reflecting her decades of commitment to patient care, research, and education.
Charles “Pete” Gorini included UCSF Fresno in his estate plans, generously designating a portion of his estate to establish a scholarship fund for San Joaquin Valley PRIME medical students and an endowment that provides lasting annual support for research at UCSF Fresno.
The UCSF Foundation offers a range of planned giving vehicles that allow you to shape your legacy based on your financial situation and philanthropic goals. These options may provide charitable deductions and can offer additional tax advantages as well.
Planned Giving Options Include:
- Gifts of Cash and Assets — The simplest option; cash, checks, or credit card gifts provide immediate support and may offer income-tax deductions.
- Beneficiary Designations — Naming UCSF Fresno as a beneficiary of retirement accounts, life insurance, or other accounts is an easy and flexible way for you to give.
- Gifts from Retirement Plans — Retirement assets such as IRAs can be a highly tax-efficient way for you to support UCSF Fresno, especially if you are age 70½ or older.
- Appreciated Securities — Donating stocks or bonds may provide tax benefits while advancing UCSF Fresno’s mission.
- Real Estate or Tangible Property — You may choose to give homes, land, or other property to support UCSF Fresno’s work.
- Life-Income Gifts — Options such as charitable gift annuities or charitable remainder trusts can provide income for you or your loved ones during life, while benefiting UCSF Fresno in the future.
- Bequests — Including UCSF Fresno in your will or trust is one of the most common and flexible ways to make a planned gift, allowing you to support the university without affecting current cash flow.
UCSF also offers personalized assistance, illustrations, and resources to help you determine which options best align with your goals. To learn more or explore specific gift strategies, please contact Kathleen Smith, Associate Director of Development, at (559) 499-6426 or [email protected].
