Planned Giving

Bequests and Planned Gifts:

Legacy gifts have resulted in some of the School’s most generous and far-reaching gifts. Your planned gift will ensure academic excellence and access for generations to come. Your gift can also provide financial and tax benefits for you, your heirs, and others you care about.

Many individuals who could not otherwise make a major gift find they are able to do so with a carefully planned gift, thereby fulfilling their philanthropic goals for the School.

Planned gifts include:

• Bequests
• Pooled Income Funds
• Gift Annuities
• Charitable trusts
• Gifts of property or real estate

Whatever your age, you can make a substantial contribution to the UCLA School of Public Affairs through a planned gift and satisfy your personal tax and longterm financial goals at the same time.

UCLA First Century Society

The generous alumni, friends and parents who have chosen to remember UCLA in their estate plans are a special group. They are visionary. And uncommonly dedicated. Their philanthropy has helped propel UCLA’s rise among the world’s great universities. The First Century Society was created to honor these individuals, who have built their legacies through planned gifts that are meaningful to them.

Members of the First Century Society share a strong common bond of philanthropy that has championed UCLA’s first century of extraordinary achievement. And they have the satisfaction of ensuring UCLA’s continued preeminence when the university celebrates its centennial and begins its second century in 2019.
Turning their individual passions into action, these donors have looked ahead to the needs of future generations. They have effectively put “money in the bank” to fulfill countless opportunities that ensure excellence campuswide – from scholarships to life-changing research, fellowships to distinguished faculty recruitment. And depending on the plan selected, they have helped solidify their own financial futures as well.

We invite you to join the committed philanthropists who enjoy the rewards of membership in the First Century Society [1].

Learn More

UCLA has extensive planned giving resources, dedicated staff, and in-house attorneys available to answer your questions, on a confidential basis and without charge or obligation. To learn more you are welcome to contact the university Planned Giving Office [2] directly.

Melissa Bersofsky Rodgers
Associate Director of Development
UCLA Luskin School of Publica Affairs
(310) 206-7949
bersofsky@publicaffairs.ucla.edu [3]