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University of California, Riverside

Office of Gift Planning


The Watkins Society

Watkins Society membersThe Watkins Society, named after UCR's first chief executive, Provost Gordon S. Watkins, honors donors who have made a commitment to the University's continued excellence by establishing a legacy gift. These gifts provide vital support to the outstanding students and world-renowned researchers at UCR for generations to come.

Each spring, members of the Watkins Society are invited to an annual event with the Chancellor and a program that showcases an outstanding facet of UCR. Past gatherings have featured tours of the Citrus Variety Collection, ARTSblock, and the Botanic Gardens.

To learn more about becoming a member of the Watkins Society, 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

Gordon Watkins Gordon S. Watkins was born in Brynmawr, Wales, and came to the United States at the age of 17. He earned his PhD in Economics from the University of Pennsylvania in 1918 and went on to serve as professor of economics at UCLA. In 1949, Dr. Watkins was appointed as UCR’s first provost, before we had a chancellor, and served in that role until his retirement in 1956. He was later called on to serve as dean of the School of Education at UC Santa Barbara.
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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

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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.

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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.