Planned Gifts

Planned Giving | Outright | Pledges | Matching | Corporate & Foundation | Endowments

A planned gift may be immediate or deferred. It may be made through a will, retirement plan, real estate, bargain sale, life insurance policy or other capital assets. Deferred gifts often provide the most attractive benefits to the donor.

Deferred gift vehicles are bequests, gift plans that generate income during one's lifetime, trusts that pay income to a charity with corpus passing to heirs, contract designations, and remainder interests in a personal residence.

Many types of planned gifts provide financial returns for the donor. To help you estimate your income and tax benefits on such an arrangement, use our Planned Giving Calculator in our Guide to Planned Gifts.

If you have questions, please call the UC Foundation Office of Gift Planning at 513-556-6147 or toll-free 888-556-8889.

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