Resources for Professional Advisors

In your work as a professional advisor, you value professionalism, integrity, and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to UC San Diego. Please use these tools as you help your clients with their charitable plans, and feel free to contact us for more information or assistance.

We offer a quarterly newsletter especially written for professional advisors with information about charitable solutions that can help achieve clients’ philanthropic as well as charitable goals. If you wish to receive this newsletter, please email us at There is, of course, no obligation.

Tools for Professional Advisors

Legal name: UC San Diego Foundation
Legal address: 9500 Gilman Drive #0937, La Jolla, CA 92093
Federal tax ID number: 95-2872494

See the Benefits Today

Provide your clients with a free, no-obligation illustration of their gifts to UC San Diego with our Gift Illustrator tool. Instantly calculate deductions, tax savings, and other benefits for multiple gift types.

Official Language for Including UC San Diego in a Will

If your clients are interested in supporting UC San Diego with a gift in their wills, we have provided sample bequest language that they can bring to their estate planning attorneys.

Partner With Us

We understand that gifts to charities such as UC San Diego can be an important part of your clients' overall financial and estate plans. That's why we're committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors, and our gift planning staff — all working together to arrange the best gift possible.