Gift Planning

MISSION

As a separate 501(c)(3) nonprofit organization, the UC Press Foundation raises funds to support the mission and programs of UC Press. These funds, generously provided by a wide range of individual and institutional donors, are crucial to the ongoing success of the Press, a fiercely independent publisher of the finest academic and trade books and journals for which sales revenue and modest University of California subsidies do not entirely cover operating expenses.

planned gifts

By supporting UC Press Foundation, you are taking a strong personal stance in favor of progressive ideals, world-class scholarship and vital publications. Leaving a legacy gift to the UC Press Foundation in your will, trust or through other means ensures that important books, journals and open-access research will continue to be published for decades to come, and for the benefit of future generations of readers and thinkers.

By establishing a bequest or other type of planned gift to benefit the UC Press Foundation, you will create an enduring literary legacy that meets both your financial and philanthropic goals.

Planned gifts are deeply meaningful and also may provide donors with tax advantages. Please consult your attorney or financial adviser to determine the means of making a planned gift to the UC Press Foundation that is most appropriate for you. Options to consider include:

Retirement Assets: Reduce income and estate taxes for your heirs by leaving a portion of your retirement funds to the UC Press Foundation. Simply name the Foundation (tax ID #94-2682969) as a beneficiary of your IRA, 401(k), 403(b) or other qualified plan.

Bequests: 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 the UC Press Foundation for support of particular publishing programs or to be utilized as 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 the UC Press Foundation.

Life Income Gifts: Life income gifts may be made through gift annuities or charitable remainder trusts. Transfer assets to the 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 include a bequest to the UC Press Foundation in your will or living trust, or to designate the organization as a beneficiary of a qualified retirement plan or in some other way, simply provide your advisor or financial account administrator with the following information:

“I give, devise and bequeath to the University of California Press Foundation, Tax ID #94-2682969, located at 155 Grand Avenue, Suite 400, Oakland, CA 94612 the sum of $____ (or % of my estate or property herein described).”

LEGACY SOCIETY

All planned gifts are recognized with membership in the Legacy Society, which recognizes and honors all those who make a commitment to scholarship of the highest caliber by including the UC Press Foundation in their estate plans. If you have made such a provision, informing us of those plans enables us to properly express our gratitude and ensure that you receive Society benefits. Please note that information regarding the size or type of your gift is not required.

Membership in the Legacy Society includes:

Two UC Press books per year

40% discount on UC Press books

Subscription to UC Press Foundation e-newsletter

 

Special email notifications

 

Invitations to special events

 

Acknowledgment in Annual Report and on UC Press website (if desired)

 

If you would like information and confidential assistance about planned giving or the UC Press Foundation Legacy Society, please contact Development Director Steven Jenkins at sjenkins@ucpress.edu or 510.883.8307.