Beneficiary Designations

Make a Gift in 3 Easy Steps

Not everyone wants to commit to making a gift in their wills or estates. Some prefer the increased flexibility that a beneficiary designation provides by using: 

  • IRAs and retirement plans
  • Life insurance policies
  • Commercial annuities

It only takes three simple steps to make this type of gift. Here's how to name UC San Diego as a beneficiary:

  1. Contact your retirement plan administrator, insurance company, bank or financial institution for a change-of-beneficiary form.
  2. Decide what percentage (1 to 100) you would like us to receive and name us, along with the percentage you chose, on the beneficiary form.
  3. Return the completed form to your plan administrator, insurance company, bank or financial institution.

An Example of How It Works

Couples smiling Robert and Carol treasure the financial help they've been able to give their children and UC San Diego over the years. The couple recently updated their will to leave stocks and real estate to their kids. They left UC San Diego a $75,000 IRA to be transferred following their lifetime. Because UC San Diego is tax-exempt, all $75,000 will help support our mission.

If Robert and Carol had left the IRA to their children, approximately $21,000* would have gone to pay federal income taxes—leaving only $54,000 for their family's use. Robert and Carol are happy knowing they are making the most of their hard-earned money thanks to their updated estate plan.

*Based on an assumption of a 28 percent marginal income tax bracket.

All

Gifts That Pay

Your payments depend on your age at the time of the donation. If you are younger than 60, we recommend that you learn more about your options and download this FREE guide Plan for Retirement With a Deferred Gift Annuity.

See How It Works

Next Steps

  1. Contact Danielle R. Dawson, JD, MBA at 858-534-2249 or ddawson@ucsd.edu for additional information on beneficiary designations and how they can help support UC San Diego with our mission.
  2. Talk to your financial or legal advisor to learn which assets will or will not trigger taxable income when paid to a beneficiary.
  3. If you name UC San Diego in your plans, please use our legal name and federal tax ID.

Legal Name: UC San Diego Foundation
Address: 9500 Gilman Drive #0937, La Jolla, CA 92093
Federal Tax ID Number: 95-2872494

Learn More

Download our FREE guide Beneficiary Designations: The 3 Easiest Ways to Leave Your Legacy.

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