Skip to Content

University of California, Riverside

Office of Gift Planning


For Professional Advisors

In your work as a professional advisor, you value professionalism, integrity, and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to UC Riverside. Please use these tools as you help your clients with their charitable plans, and feel free to contact us for more information or assistance.

Tools for Professional Advisors

Legal name: UC Riverside Foundation
Federal tax ID number: 23-7433570
Located in: 900 University Ave., Riverside, CA 92521

See the Benefits Today

Provide your clients with a free, no-obligation illustration of their gift to UCR with our Gift Illustrator tool. Instantly calculate deductions, tax savings and other benefits for multiple gift types.

Make a Gift to UCR in Your Will

If your clients are interested in supporting UCR with a gift in their will, we have provided sample bequest language that they can bring to their estate planning attorney.

Partner With Us

We understand that gifts to charities such as UCR can be an important part of your clients' overall financial and estate plans. That's why we're committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors, and our gift planning staff—all working together to arrange the best gift possible.

Get Involved

We invite you to take part in the UCR Gift Planning Advisory Board to learn more about the University’s exciting programs, get updates on charitable gift planning, and network with other professional advisors in the region. UCR has two boards – one based in Riverside and one in the Coachella Valley. Members include CPAs, estate planning attorneys, financial advisors, and other professionals in affiliated fields. The boards meet twice a year – in Fall and Spring.

For more information, please contact

Tony Truong
Director of Gift Planning

University of California, Riverside
900 University Ave.
Riverside, CA 92521

951-827-3793
tony.truong@ucr.edu

More Information 

General Campus Information

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

Department Information

Office of Gift Planning
Mailing Address:
900 University Avenue, MC063
Riverside, CA 92521

Physical Address:
1955 Chicago Avenue, Ste. 200
Riverside, CA 92507

Tel: (951) 827-3793
Fax: (951) 827-7311
E-mail: giftplanning@ucr.edu

Related Links

Footer

PIF Chart

A charitable bequest is one or two sentences in your will or living trust that leave to UC Riverside a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

“I give to the UC Riverside Foundation (tax ID #23-7433570), a California nonprofit corporation, [a dollar amount], [a specific property], or [all or a percentage (%) of the rest, residue, and remainder of my estate] to support the greatest needs of the campus at the discretion of the Chancellor.”

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to UCR or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

crt chart

CLT Chart

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to UCR as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to UCR as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

CGA Chart

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.