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Through The UCLA Foundation, a non-profit corporation organized solely for the purpose of accepting private gifts to the University, UCLA offers a variety of life-income arrangements. A life-income arrangement operates as follows: you irrevocably contribute cash, appreciated securities or other property to the Foundation, which then sells and reinvests the property to pay an annual income to you and/or a beneficiary for life or a term of years. After the death of the last beneficiary or the end of the term, your gift is transferred to UCLA. The proceeds of your gift are used for the purposes you designate at the time of your contribution.
Benefits Include:
Annual income for you and a beneficiary;
- Professional investment management at no charge;
- Bypass realizing capital gains on gifts of appreciated assets;
- Immediate federal income tax charitable deduction;
- Estate tax savings;
- Creating a future gift that reflects your vision for UCLA.
Determining the right plan for you depends on a number of factors including, your age, type of assets, income needs and financial objectives.
To learn more about a specific life-income arrangement, click on the topic below that best describes your goals.
A Fixed Income For Life
Fluctuating Income
Income for a Younger Beneficiary - The College Option
Preserving Retirement Assets
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