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Legacy Form FINAL - Planned Giving

Legacy Form FINAL - Planned Giving 2025

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The document is a Planned Gift Intention Form for individuals wishing to make future gifts to UC Santa Cruz. It collects personal information, details about the type of planned gift (such as wills, trusts, or retirement plans), and the intended use of the gift. The form emphasizes confidentiality and encourages donors to attach relevant documentation.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is a legacy contribution?

It involves donating through your will or other formal estate planning designation, a way to contribute a unique and planned gift to an organization when you pass. Typically, a financial planner helps prepare the legacy gift, ensuring it reflects your individual values and desires.

Is a bequest the same as planned giving?

The most popular way for donors to make planned gifts is to leave charitable bequests in a will. However, bequests are far from the only planned giving option you and your donors can consider. There are many different types of planned gifts, from simple bequests to complex trusts to modern forms of non-cash giving.

Is legacy giving the same as planned giving?

The terms planned giving and legacy giving mean the same thing. A planned gift or legacy gift is any major gift, made in lifetime or at death as part of a donors overall financial and/or estate planning.

What is a legacy donation?

Legacy fundraising is the practice of asking individuals to leave a gift to a charity in their Will. Legacies can be a sensitive issue for individuals and their families.

What are legacy donations?

In simple terms, legacy giving is a planned donation that designates a part of an individuals estate to a chosen charity. Legacy gifts are most often made through wills and trusts, by denoting the organisation that should receive the gift.

What is the legacy giving policy?

Legacy giving is a way of making a charitable gift to charities or non-profit organizations in your last Will and testament. It can be a legacy gift in your Will (or a charitable bequest) or a percentage of your assets. It could also include naming a charity of choice as an inheritor.

What is an example of a legacy gift?

The most common vehicles for legacy gifts are: 1) a bequest in a will or revocable trust, and 2) a beneficiary designation in a retirement account, life insurance policy or investment or bank account.

What are the three types of donations?

8 Types of Donations That Nonprofits Accept One-Time Donations. Recurring Donations. Legacy Donations. Tribute or Memorial Donations. Stock Donations. Crypto Donations. Physical Property Donations. In-Kind Donations.

Legacy Form FINAL - Planned Giving 2025

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