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Legacy Planning
Professional Advisors
Centers of Excellence
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 Pay attention not only to the cultivation of knowledge, but to the cultivation of qualities of the heart, so that at the end of education, not only will you be knowledgeable, but also you will be a warm hearted and compassionate person. - The Dalai Lama
Welcome to the
University of California, Irvine
Legacy Planning Website
"Education is not filling a bucket,
but lighting a fire"
- William Butler Yeats
Thank you for your interest in the University of California, Irvine. Our hope is to serve you and your family with helpful information as you consider establishing a meaningful charitable legacy that will inspire and benefit future generations. Thank you for taking the time to explore the benefits of legacy planning.
Can You Find Yourself In One of These Stories?
"Every family has a story, only a few have a legacy"
- C.L. Huntley
There are several types of plans. All of these have wonderful benefits for the donors and the University of California, Irvine. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
 | Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, University of California, Irvine shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>. |
 | Major IRA Gift
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how legacy planning can be of personal benefit. Let us suggest a few steps that would help you in that process.
Michael Crvarich
Executive Director of Legacy Planning |
Thanks very much for visiting us! We would be very pleased to help you. Simply click here to email us at your convenience. |
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact legacyplan@uci.edu.
If you are a professional advisor, you may take the following steps on this site.
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"The weather seems different every day and I keep dressing for yesterday's temperature," thought Al. In semi-retirement there is usually enough time to check the forecast before leaving the house. But Al had been leaving early recently. 
