Estate and Gift Planning
The UC Davis MIND Institute offers a number of giving alternatives that can assist individuals with their estate planning and provide a lasting benefit for neurodevelopmental research and clinical care. As with all aspects of estate and tax matters, you should seek qualified legal, tax, and financial advice in developing your plan.
Following are some of the options currently available to donors seeking to make a legacy gift:
- Gifts by Will or Revocable Trust
- Charitable Remainder Trust
- Charitable Gift Annuity
- Charitable Lead Trust
- Polled Income Fund
- Gift of Real Estate
If you are not certain which estate or gift planning option best suits your interests or if you have questions, please contact Mark Schaal, Planned Giving Officer at 916-734-9310 or firstname.lastname@example.org.
Friends who have included the UC Davis MIND Institute and the UC Davis Health in their estate plans are recognized by membership in the Heritage Circle. Each year the dean of the School of Medicine hosts an annual luncheon to honor members of this premier society. Members are encouraged to explore their interest in medicine by attending tours, lectures, and other special programs.