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Planned giving is a technique that helps you maximize the personal benefits of your charitable giving, and allows you to make gifts you might have thought impossible. How? Through advantageous tax treatment under both state and federal law. Planned giving is merely a way to make a gift and also enjoy the benefits of these laws. With careful planning, it is possible to reduce or eliminate income taxes (including capital gain) and transfer taxes (including gift, estate, inheritance and generation-skipping). You can enjoy these tax savings while turning appreciated assets into an income for yourself or others. Planned giving is a tool that helps you achieve your goals for UCLA and enhances your financial plans and security.
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