Planned Giving


Planned giving often allows donors to make larger gifts than they may have thought possible. There are many options to consider ranging from simple bequests to life-income gifts.

We encourage you to consult your personal financial advisor about making a gift. UC Davis staff are also available to discuss your personal financial situation in confidence and to respond to requests from attorneys, accountants and financial planners. Please download the campus planned giving chart, an easy reference guide to planned gifts.

Warren G. Roberts Legacy Society

In 2011, the Arboretum established the Warren G. Roberts Legacy Society to honor people who have named the Arboretum as a beneficiary in their will or established other planned gifts to support the Arboretum. The Legacy Society also honors donors who have established permanent endowments to benefit the Arboretum. If you have already made arrangements to include the Arboretum in your estate plan, we are very grateful for your support. Please let us know so that we can recognize you as a member of the Legacy Society and include you in special events and communications. If you are considering making a planned gift to benefit the Arboretum, we encourage you or your advisers to consult with the UC Davis Planned Giving office to assist you with any questions.

Bequests

Bequests are made by naming the UC Davis Arboretum as a beneficiary in your will or living trust. They often serve as the cornerstone of planned giving, and as the first step in creating a philanthropic legacy. A bequest for any amount can be made by anyone, at any age, with a will or trust. You and your legal adviser are encouraged to consult with the UC Davis Planned Giving Office regarding the gift language to ensure your intentions are fulfilled.

Life-income gifts

Life-income gifts make it possible to support the Arboretum and also provide income for you (and others) at the same time. To establish a life-income gift, donors irrevocably transfer assets to a trust, a pooled fund, or to the university. Depending on the terms of the agreement, periodic payments are made to the donor and/or a beneficiary for life or for a term of years. Ultimately, the assets are distributed to the campus to be used for the donor’s designated purpose.

  • Charitable gift annuities provide fixed, partially tax-free payments. A gift annuity is a simple, contractual agreement between a donor and the university in which a donor transfers assets in exchange for the university’s promise to pay one or two annuitants payments for life.
  • Charitable remainder trusts provide income to the beneficiary(ies) for life or for a set number of years. A charitable remainder unitrust generates payments based on a fixed percentage of the annual value of the trust assets. The payout will vary from year to year. A charitable remainder annuity trust pays a set dollar amount annually based on the initial value of the trust assets. The payout remains constant each year.

Contact

For more information or to make a gift in honor of the Arboretum’s 75th Anniversary, please contact:

Suzanne Ullensvang
sullensvang@ucdavis.edu
530-752-8324

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