Planned Giving

A message from Joshua Grill, PhD, Director of UCI MIND:

Our legacy starts with how we live our lives. Donors can mark their legacy or the legacy of a loved one by making gifts to UCI MIND. These gifts can be anonymous or can publicly demonstrate a commitment to the fight against Alzheimer’s and show the world the importance of UCI MIND’s research.

Here at UCI MIND, our faculty and staff have committed their professional lives to researching ways to make your memories last a lifetime. As Orange County’s only federal and state designated Alzheimer’s disease center, we have worked with thousands of individuals and their families conducting research on Alzheimer’s and other dementia-related diseases.

We invite you to learn about the various ways in which you can not only help others make memories last a lifetime but also help secure your legacy. As your philanthropic partner, we have provided an overview of some of the tools that may be useful as you consider supporting UCI MIND.

 

To discuss how these tools and strategies may be useful for you, please contact

Jenna Schneider, J.D., Senior Director of Planned Giving, at 949.824.5121 or jenna.schneider@uci.edu, or

Danny Harper, Senior Director of Development, UCI MIND at 949.824.3793 or ddharper@uci.edu.

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Charitable IRA Rollover

A Charitable IRA Rollover is a gift option that enables you to transfer up to $100,000 directly from your IRA to UCI MIND and can mitigate your tax liability. Individuals aged 70 ½ and older can take advantage of this gift option. For individuals who turn 70½ after December 31, 2019, the Required Minimum Distribution age of 70½ is increased to age 72.

Gifts of Appreciated Assets

Donating appreciated assets, including stocks or bonds, is an easy and tax-effective way for you to make a gift to our organization. This gift option can help you to avoid capital gains taxes on the asset as well as provide a fair market value income tax deduction while maximizing your impact to UCI MIND.

Gifts of Real Estate

Donating gifts of appreciated real estate, such as a home, vacation property, undeveloped land, farmland, ranch or commercial property can make a great gift to UCI MIND. Get a full fair market value income tax deduction for your gift and bypass all capital gains taxes on your property.

DAF

Gifts from your charitable investment account, or Donor Advised Fund, is an effective and impactful way to support UCI MIND.  Contact your sponsoring organization to advise making a distribution to support UCI MIND.

Gifts of Insurance

A gift of your life insurance policy is an excellent way to make a gift to support UCI MIND. If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy. Gifting all or a percentage of your insurance policy can make a significant impact with minimal effort.

Charitable Gift Annuity

A charitable gift annuity is a simple contract between you and the University of California. In exchange for a gift of cash or publicly traded stock, the university agrees to make fixed payments to you for the remainder of your life or to a loved one for their life. Once the university’s obligation to you has been fulfilled, the remains of your initial gift are used to further UCI MIND’s mission in an area that you designate.