Charitable Trusts, Bequests, and Other Planned Gifts

With thoughtful planning, you can help advance the groundbreaking work UCSF does every day in its hospitals, labs, clinics, and classrooms. There are many ways to make a “planned” gift, which can provide special tax and other advantages.

Her Quality of Life Restored

When Frances Hildebrand first visited UCSF cardiologist William Grossman, MD, she was seeking a second opinion about her atrial fibrillation, the most common type of irregular heartbeat. Her condition was not improving, and she felt uncomfortable most of the time. Laura Esserman, MD, MBA, director of the UCSF Carol Franc Buck Breast Care Center, who treated Frances for breast cancer in the 1990s, recommended that she consult with Dr. Grossman, director of the UCSF Center for Prevention of Heart and Vascular Disease. Frances could not have been happier with his care.

“Dr. Grossman has given me a quality of life I didn’t have before,” she says. He changed her medication and stabilized her arrhythmia to the point where she could have catheter ablation, a minimally invasive procedure developed at UCSF that disrupts the electrical pathways that cause arrhythmias. As a result of her improved health, she’s been able to indulge in her love of travel, embarking on adventures to Australia, Italy, Portugal, Norway, and New York City. 

In gratitude, Frances named UCSF a beneficiary of one of her retirement plans, with proceeds to be divided equally between the Division of Cardiology and the Carol Franc Buck Breast Care Center. “Sadly, I’m not going to live forever, even with the superb medical attention I receive from UCSF,” she says cheerily. “I hope this bequest will allow others to benefit from the pioneering research and outstanding patient care I have received from my doctors and for which UCSF is renowned.”

Your Legacy Begins Here

Planned gifts include bequests, which can be made in a will or revocable trust, or by designating the UCSF Foundation as the beneficiary of an asset such as a retirement plan. Another type of planned gift allows you to retain the right to receive income from the gift or direct the income to a loved one. An advantage of a planned gift is that you do not need to completely part with the asset now but can continue to use it or benefit from the income it generates. 
If you have already included UCSF in your estate plan, please let us know. We would be honored to welcome you as the newest member of Heritage Circle, our recognition society for those who have remembered UCSF in their philanthropic plans. Members are invited to a biennial tea hosted by the chancellor and to other special campus events that give them the opportunity to meet students and hear from our esteemed faculty members about their groundbreaking work.
Explore the wide range of planned giving possibilities to find the gift plan that best meets your philanthropic and personal goals, or contact us directly to learn more about the benefits of making a planned gift to support UCSF.

Your giving creates a lasting legacy.

Make a Planned Gift