UCI Health Planned Giving
Through your strategic gift, you partner with us and ensure that those in our community and beyond have access to the best possible healthcare. In this brochure, we highlight a few tax-efficient ways to support our mission and the reason why our donors have utilized these methods of giving.
Donor Advised Funds
A Donor Advised Fund (DAF) is an account administered by a charitable entity (like a community foundation) that enables you to make charitable contributions today, immediately qualify for income tax benefits, but recommend the ability to make grants to your favorite charities when it's convenient for you. When you make a DAF gift to the UC Irvine Foundation, you can designate how you would like your gift to be used by the UC Irvine campus.
You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.
Charitable Gift Annuity
A charitable gift annuity is a great way you can make a gift to our organization and benefit. You transfer your cash or property to our organization and we promise to make fixed payments to you for life at a rate based on your age.
IRA Charitable Rollover
An IRA rollover allows people age 70½ and older to help support our organization by making a gift directly from their IRA.