Including UC Press in your will or estate plan is a rewarding way to share your dedication to important ideas with the next generation of readers and may bring tax advantages as well. All planned gifts are recognized with membership in the Legacy Society.
Please consult your attorney or financial adviser to determine the giving vehicle appropriate to your circumstances. A few options to consider include:
Reduce income and estate taxes for your heirs by leaving a portion of your retirement funds to UC Press. Simply name UC Press Foundation (tax ID #94-2682969) as a beneficiary of your IRA, 401(k), 403(b), or other qualified plan.
One of the easiest ways to perpetuate your appreciation of the written word is to provide for UC Press in your will. All bequests are exempt from federal inheritance taxes. You may designate a specific amount or percentage of your assets to come to UC Press for support of particular publishing programs or to be used where most needed.
If you are at least 70-1/2 years old and have an IRA, you may be able to make tax-free distributions from your IRA for charitable purposes. Contact your IRA trustee for advice or to make a payment directly to UC Press Foundation.
Life income gifts may be made through gift annuities or charitable remainder trusts. Transfer assets to UC Press Foundation and you and your chosen beneficiary receive income for a term of years or for life. You receive an immediate tax reduction, and at the conclusion of the term, the remainder of the gift is distributed to the UC Press Foundation.
To request further information, please contact the UC Press Foundation Executive Director at 510-643-7704. All inquiries are kept confidential.
2120 Berkeley Way
Berkeley, CA 94704-1012
Contact UC Press Foundation