One charitable gift, a lifetime of benefits
- Your gift will help UC Santa Cruz transform students' lives
- You will enjoy a wide variety of tax benefits
- You will give back to the causes that mean the most to you
You are at: Planned Giving > Gift Options > How to Give > Bequest Language
If you wish to ensure that the mission of the UC Santa Cruz lives on for generations, consider leaving a bequest to the university in your will or trust. The language below is broad in nature. We encourage you to contact us so we can suggest specific language to accomplish your philanthropic goals. If you are not sure where to direct your gift, we can provide you with information about UC Santa Cruz scholarships and programs that you may wish to explore and consider.
Gifts to the Foundation
(Cash, Marketable Securities)
UC Santa Cruz Foundation
1156 High Street Santa Cruz, CA 95064
TIN: 23-7394590
"I hereby give to the UC Santa Cruz Foundation (TIN: 23-7394590), located at 1156 High Street, Santa Cruz, California, 95064, the sum of $______ | OR | ______ Percent ( ____%) of my estate | OR | _______ Percent ( ____%) of my estate residue. This gift shall be used for the benefit of UC Santa Cruz to support its general purposes | OR | this gift shall be used to support _______________ (name of program, department, college, or name of fund)."
"In making this gift it is my intention to serve the Santa Cruz campus of the University of California and its students and I desire that the foregoing statement of purpose be liberally construed so that the above objectives may be fully accomplished. If, at any time in the judgment of the Chancellor of the Santa Cruz campus of the University of California, changed circumstances substantially interfere with the beneficial realization of such purposes, then the funds may be used for such other similar purposes as the Chancellor of UC Santa Cruz in his/her/their discretion determines to be consistent with my interests and intentions."
Gifts to the UC Regents
(Real Property, Gifts-in-Kind, Non-Marketable Securities)
UC Regents, Santa Cruz Campus
1156 High Street Santa Cruz, CA 95064
TIN: 94-1539563
?I hereby give to the Regents of the University of California (TIN: 94-1539563), with a designation to the Santa Cruz campus, located at 1156 High Street, Santa Cruz, California, 95064, the sum of $______ | OR | ______ Percent ( ____%) of my estate | OR | _______ Percent ( ____%) of my estate residue. This gift shall be used for the benefit of UC Santa Cruz to support its general purposes | OR | this gift shall be used to support _______________ (name of program, department, college, or name of fund)."
"In making this gift it is my intention to serve the Santa Cruz campus of the University of California and its students and I desire that the foregoing statement of purpose be liberally construed so that the above objectives may be fully accomplished. If, at any time in the judgment of the Chancellor of the Santa Cruz campus of the University of California, changed circumstances substantially interfere with the beneficial realization of such purposes, then the funds may be used for such other similar purposes as the Chancellor of UC Santa Cruz in his/her/their discretion determines to be consistent with my interests and intentions."
Resources for Professional Advisors
UC Santa Cruz Foundation TIN: 23-7394590
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PRIVACY STATEMENT
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.