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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

Do You Have a Large IRA
that Continues to Grow?
If you are over age 70½, you can rollover up to $100,000 annually from your IRA to University of California, Irvine. These gifts can be made tax-free and will help balance your IRA value with other estate assets. Depending upon your income level, there may be additional income tax benefits. Contact us at legacyplan@uci.edu to have a conversation about this wonderful opportunity. To read more, please click here.

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.

Provide Support to the Claire Trevor School of the Arts
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Provide Support to the Claire Trevor School of the Arts >>.

Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with University of California, Irvine. More on Easy IRA Gift >>.

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.