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| Bequest for the UCI Libraries and School of Humanities |
Betty died at age 96, having lived so fully that her experiences could have been lifted from the pages she devoured as a child.
Intent on seeing the world, Betty earned a master's degree at the University of Southern California before moving to Peru to study for her doctorate at the University of San Marcos.
Later, while teaching Spanish at Los Angeles City College, Betty met Verle, a respected professor of architecture at USC who lived nearby. Both loved intellectual stimulation, art and adventure. After marrying, they joined forces and explored the world together.
Betty used her mastery of Spanish to collaborate with Verle on his definitive book, The Architecture of Antigua, Guatemala 1543-1773. They spent summers at a colonial home in Guatemala that they had lovingly restored.
When Verle retired, the couple moved to Laguna Beach and began promoting the UCI Library - even before it was completed. Once the library opened, Betty became a regular volunteer and Verle was featured as a guest author. The couple made several lifetime gifts including charitable gift annuities, and one-half of their estate was bequeathed to UCI.
After Verle died, Betty continued her financial support to the library and donated rare books from her vast personal collection. When not traveling the world, she raised prize-winning orchids and augmented her extraordinary doll collection.
Education remained a constant in Betty?s life, and over the years, she supported a number of promising students - helping them find their own windows to the world.
You also may want to make it easy and convenient to have a bequest included in your will. The language below shows how a bequest can very easily be included in your will.
You might find it helpful to select the "print" button on the top of your screen and print this page. You may feel free to give this page to your attorney. If he or she has any questions, please have them contact Michael Crvarich at phone number 949-824-8384 or email us at legacyplan@uci.edu.
A LEGACY IN THE MAKING
Including the University of California, Irvine in Your Will or Living Trust
By including the University of California, Irvine in your will or living trust, you can shape the future of research, student life, scholarship support or any other area of interest on campus.
Below is a step by step guide for creating your legacy for the benefit of the University of California, Irvine through your estate plans.
- Create a plan for distributing your property to the people and charities you want to benefit.
- Consult with an attorney who regularly drafts wills, trusts and other estate planning documents. (Should you need assistance in choosing an attorney our office would be happy to provide you with several names for you to contact and interview.)
- Contact our office to obtain sample bequest language for you to share with your attorney that designates the University of California, Irvine Foundation as a beneficiary of your will or living trust. Sample Bequest Language is also provided below.
- Contact our office upon the completion of your bequest to join and receive membership privileges associated with The Legacy Society.
Designating The University of California, Irvine Foundation As A Beneficiary of Your Retirement Plan or Life Insurance Policy
Another way to support the mission of the University of California, Irvine is by designating the Foundation as a charitable beneficiary of your retirement plan or life insurance policy. If allowable by your plan or life insurance contract, this is typically accomplished by providing the following information to your plan administrator or life insurance company.
| Name of Charity: | University of California, Irvine Foundation |
| Address: | 4199 Campus Drive, Suite 400
Irvine, CA 92697-5601 |
| Phone: | (949) 824-8384 |
| Tax ID #: | 95-2540117 |
University of California, Irvine Foundation
Sample Bequest Language
GIFT FOR CURRENT USE (Non-Endowed):
I give to the University of California, Irvine Foundation, ("UCI Foundation"), located in Irvine, California ___________________ Dollars ($______________) [alternate 1:______________ percent (_____ %) of the residue of my estate; alternate 2: all of the residue of my estate]. This gift shall be used to benefit ___________.
To the fullest extent possible, this gift shall be paid out of "income in respect of a decedent" as that term is defined in the Internal Revenue Code.
GIFT FOR ENDOWMENT:
I give to the University of California, Irvine Foundation ("UCI Foundation"), located in Irvine, California ________________________________ Dollars ($__________) [alternate 1: ________ percent (_____ %) of the residue of my estate; alternate 2: all of the residue of my estate]. This gift shall be used to establish an endowed [scholarship, fellowship, professorship, etc] fund for the benefit of the _______________________[name of school, department, program].
[Insert here a brief biographical statement and statement of motivation or intent regarding this gift. This information can be very helpful for future administrators and fund recipients.]
Provided this gift meets UCI Foundation's minimum funding requirement for an endowed [scholarship/fellowship/professorship, etc.] fund (which changes from time to time), this gift shall be (i) entered in UCI's books and records as the (enter chosen name) ENDOWED FUND FOR ________________; and (ii) held, invested, administered, and distributed in accordance with UCI policies as they apply over time to similar endowed funds. This gift may, for investment purposes, be merged with any of the investment assets of UCI. If this gift does not meet the minimum funding requirement for an endowed [scholarship, fellowship, professorship, etc.] fund, it shall [alternate 1: be held for current use consistent with the purposes set forth above] or [alternate 2: either be combined with other similar funds to create an endowed fund or be added to an existing UCI endowed fund with the same purpose].
If changed circumstances should at some future time cause the continuation of this fund to be inappropriate or impractical, then UCI may redesignate the purpose of the endowment, and the income therefrom, provided that the fund shall bear the name(s) of ______________________ and the amended terms shall adhere as closely as possible to my original intent for this fund.
To the fullest extent possible, this gift shall be paid out of "income in respect of a decedent" as that term is defined in the Internal Revenue Code.
For More Information:
Please feel free to contact us, we will be happy to assist you. Our direct number is 949-824-8384.
You may print a Bequest tri-fold brochure. Voice of a Legacy or Will Your Will be Known.
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