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Meet Our Donors

James Ong and Linda Tseng-OngJames Ong and Linda Tseng-Ong
Linda Tseng-Ong and James Ong’s individual narratives of immigrating to the United States in their teens offer two portraits of the American dream. By chance, UC San Diego played a part in their shared story of accomplishment, appreciation and generosity. More

Lois YuLois Yu ’93 Revelle
Lois Yu is a champion for young women considering a career in science, technology, engineering or math — the STEM fields, telling them, “When you’re different, you have to continually prove yourself.” She has experienced both being overlooked and singled out unfairly as a result of being the only or one of the only women on staff. So why would she encourage anyone to pursue such a future? More

David GubserDavid Gubser
Dave Gubser is a trailblazer, and surprised about it. When he established endowments through his estate plans to support the Lesbian Gay Bisexual Transgender (LGBT) communities at both UC San Diego and San Diego State, “they told me no one had ever done this before.” More

Jenny KallisSupporter Discovers Giving as Bridge to the Future
Jenny Kallis came to the realization that her 1920s Venice home and office could not only be a nest for today, but also a way to leave a positive mark on the planet tomorrow. More

Esther Mayfield
Meet Esther Mayfield, a saavy philanthropist who supports UC San Diego because of its long-term capability to fulfill a donor’s vision. More

Cinda LucasCinda Lucas
It’s not uncommon for grateful patients to maintain a connection with the UC San Diego Moores Cancer Center after being treated by the center’s outstanding healthcare team. It’s less common to find grateful strangers like Cinda K. Lucas, whose involvement with Moores began with a phone conversation in 1983 with Dr. Mark Green, the soon-to-be executive director of the cancer center. More

Barbara BaehrBarbara Baehr
At the age of 96, Barbara Baehr has led an adventurous life. Her heart and mind has always brought her back to medicine and education, which is why she supports scholars in UC San Diego's MD/PhD program, and international students in particular. More

Jimmy ThaiJimmy Thai
As Jimmy Thai '90 was leaving The Preuss School UCSD after giving a presentation to a roomful of teens, a student approached him and said, "Mr. Thai, thank you so much; you really gave me hope. I'll remember this talk for the rest of my life." More

winklerMarty Winkler
It's been more than 50 years but Marty Winkler, MS '68 Engineering, can still tell you the name of the donor who helped make it possible for him to attend Cornell University.

MooreJudy Moore
When someone fixes your broken heart, you want to give something back – or forward. This is where Judy Moore stands, and because of it, she will help many hearts get the special care they need. 

EngelsDavid and Margaret Engel
There are countless people who, having served in the Navy in San Diego, try to figure out how to get back here. David and Margaret Engel are among those who succeeded, and are grateful for the circumstances that enabled them to do so.

KurthsMercedes and George Kurth
It's been quite a tour of major medical centers for the Kurths in recent years, covering a stage-four tumor to a double bypass, with a diabetes scare and painful tendonitis thrown in. No wonder they’re so cheerful!

SpanglersMaggie and Clint Spangler
In the late '80s, when UC San Diego’s academic and research trajectory was on a sure and steep rise, the university was still finding its voice with the community. Newly arrived La Jolla residents Clint and Maggie Spangler (whose son graduated from UC San Diego) nudged it a bit by contacting the university to set up a charitable remainder trust.

Heather HasteyA Good Break
Just five months after stepping out as an independent wealth advisor in 2013, Heather Hastey found herself on the bathroom floor one evening, staring at a wrist so thoroughly shattered from a fall that she nearly passed out twice making her way to the phone.

Romero familyRita Romero: The Legacy of a Happy Boy
Seizures in children have many causes and many faces. Joseph Romero was dealt the full deck of a wide range of seizures. But UC San Diego provided Joseph with the best care.

Michael Estrada - Group PhotoLife-changing Event Inspires Gift to UC San Diego
A health scare prompted Michael Estrada ’79 to make a gift to support UC San Diego's Alternative Breaks program.

Lois Chant$1.25 Million Legacy Gift Boosts UC San Diego’s Department of Theatre and Dance
Teachers often inspire students, but students can move teachers, too. Such was the case during a recent visit to UC San Diego's Department of Theatre and Dance by long-time educator and arts supporter Lois Chant.

James KaplanJames Kaplan
Read how one alumnus gives back to UC San Diego.

Irving TragenIrving Tragen
To Irving Tragen, distinguished diplomat and Latin American expert, it makes perfect sense that the long and varied...

Jim LinProviding a Sense of Belonging for All Students, Now and in the Future
UC San Diego Math Professor Jim Lin is "living the dream of education." The son of Chinese immigrants, Dr. Lin credits...

Alumna Alice MarquisAlumna Bequest Ensures Library Benefits for Future Scholars
UC San Diego Libraries Receive $1.1 Million Bequest From Alumna Alice Marquis. When Alice Goldfarb Marquis, Ph.D., an accomplished writer, historian and alumna of UC San Diego...

Esther MayfieldSmart Giving: Not Just for the Wealthy
Esther Mayfield is a pragmatic philanthropist. For her, charitable remainder trusts and annuities make so much sense all around that...

A. Nash WilliamsFlying Samaritan Endows a Legacy of Low Income Health Care
Although he was not a medical doctor, A. Nash Williams certainly knew about health care. That's because he had been involved with...

Elaine AntoniukElaine Antoniuk: Channeling Her Passion to Support Education
Universities are magnets for the curious, the explorers. "We've always been involved with universities, wherever we lived," said Elaine Antoniuk...

Curtis AbbottCurtis Abbott '76: Making UC San Diego a Family Affair
Many UC San Diego alumni remember the campus in the same way that Curtis Abbott does: up on a hill surrounded by eucalyptus. Abbott was an undergraduate...

Devendra LalGiving students the power to change the world-Devendra and Aruna Lal Fellowship Endowment
Devendra Lal first visited the Scripps Institution of Oceanography at UC San Diego as a post-doc in 1958 and spent the next 50 years of contributing to basic research there...

Nori and Stanley FaerImpacting the Future Through Gift Planning-Nori and Stanley Faer
"When Nori and I married," said Stanley Faer, "I warned her that we would eventually move to San Diego." In 2003, he made good on his word when the two left Manhattan and set up house in Valley Center...

Lois and Francis HamerskyYou Don't Have To Be Wealthy To Make A Difference-Lois and Francis Hamersky
If anyone knows the value of a dollar-and what it means to make a gift of one's hard-earned money-it is someone who has gone through the Great Depression...

Susan PapanekHelp Future UC San Diego College Students by Planning Today
Susan Papanek, who received her bachelor's degree from UC San Diego in 1975, is now a vice president of a software company in Carlsbad. Susan recently became a member of the York Society through a planned

Bee and Kurt ShulerThe Right Chemistry: Bee and Kurt Shuler
Dr. Kurt and Bee Shuler have wonderful stories of UC San Diego that go back to 1967, when he was lured away from his position as Assistant Director and Senior Research Fellow...

Lise WarschawskiFaculty Gifts Ensure a Lasting Legacy
Ilse Warschawski left more than $1 million, through her estate, to UC San Diego, in honor of her late husband and founder of the university's department of mathematics, Stefan (Steve) Warschawski...

Donald WilkieDonald Wilkie: Leaving an Endowment Legacy
Donald Wilkie, director of the Birch Aquarium for 30 years, decided to make his relationship with the aquarium permanent when he became a member of the York Society through a charitable gift annuity...

Trude KahnVision of the Future: A Retired Physician Creates a Legacy at the Shiley Eye Center
Trude Kahn Hollander, M.D., is a longtime friend of the UC San Diego Shiley Eye Center, a friendship that began in the...

eBrochure Request Form

Please provide the following information to view the brochure.

A charitable bequest is one or two sentences in your will or living trust that leave to UC San Diego a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I, [name], of [city, state, ZIP], give, devise and bequeath to UC San Diego [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to UC San Diego or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to UC San Diego as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to UC San Diego as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and UC San Diego where you agree to make a gift to UC San Diego and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.