UCSC GUIDE TO PLANNED GIVING How will you build your legacy? CONTENTS YOUR SUPPORT BUILDS ON OUR ACHIEVEMENTS: YOU CAN BUILD A STRONG LEGACY ............3 • UC Santa Cruz researchers were the first to assemble A note from Chancellor Blumenthal the DNA sequence of the human genome and gave the world a free, revolutionary tool, the UCSC YOUR GIFT IS A POWERFUL INVESTMENT .. 4 Genome Browser. Researchers worldwide use the genome browser to discover new ways to diagnose, STUDENT STORIES ......................................... 5 treat and even prevent diseases. STEP 1 YOUR GIFT IS A REWARDING INVESTMENT .. 7 • UCSC researchers saved the peregrine falcon from near extinction. Today, their numbers are soaring. Planned Giving: Something for Everyone Commemorative Gifts Current or Endowed Gifts? • Through research, education, and public service pro- A Social Investment grams, UCSC has transformed the way food is grown and helped make “sustainability” a household word. STEP 2 HOW TO BEGIN YOUR LEGACY .....................8 Cash Gifts • The Dickens Project at UC Santa Cruz is internationally Property Other than Cash recognized as the premier center for Dickens studies Appreciated Securities in the world and is one of the leading sites for research Real Estate on 19th-century British culture. Tangible Personal Property .............................9 Life Insurance ....................................................9 • The first AIDS vaccine to have shown effectiveness STEP 3 against the AIDS virus was developed by UC Santa MAKE YOUR GIFT WORK FOR YOU .............10 Cruz biomolecular engineer Phil Berman. Gifts That Provide Income Your Legacy Planning Options (table) ................ 11 • UCSC is home to one of the top centers for marine Charitable Gift Annuities .........................12 mammal research in the world and our marine Charitable Remainder Trusts ...................13 scientists are working to integrate science and policy Charitable Remainder Annuity Trusts ......13 in programs that address ocean conservation and Charitable Remainder Unitrusts ..............14 management issues. Charitable Lead Trusts .............................14 Pooled Income Funds ..............................14 Gifts From Your Retirement Plans and Estate .....16 • Shakespeare Santa Cruz was founded at UC Santa Retirement Plans/ IRAs Cruz in 1981. Thirty years later, SSC continues to be Bequests heralded as one of the nation’s most innovative theater festivals. ThE 21ST CENTURY CLUB ............................ 17 CONTACT UCSC .................................................18 • Ranked first nationally for impact of research in space sciences, UCSC’s astronomers have discovered more than half of all known extra-solar planets. APPENDIX ......................................................19 Bequest Language You can build a strong legacy You have an opportunity to invest in a place like no other. A place that has been carefully cultivated in order to continue its commitment to students—to society—to be a place of questioning, understanding, experimentation, and solutions. “A gift to UCSC is a social invest- UCSC continues to be a dynamic research ment—and the dividends are university with an international reputation for invaluable. We are transforming tackling complex social, political, and scientific students’ lives and perspectives, enabling them to innovate, problems and for giving undergraduate and research, and solve challenging graduate students the tools they need to work real-world problems. Our excellent effectively in a complex world. faculty make UCSC an exceptional institution for new ideas and Investments from individuals like you are visionary thinking, joining together the best elements of creativity, critical to making all of this possible. knowledge, and wisdom. Much of Join us in our commitment to continue this this success is owed to our friends and supporters at UCSC.” mission. Be a part of our legacy and yours. Chancellor TO FIND OUT MORE, PLEASE VISIT: GIVING.UCSC.EDU/PLANNEDGIFTS page 3 Your gift is a powerful investment Private gifts are an investment, ensuring an extraordinary quality of education for each UCSC student while enabling Carrie FergusoN, Recipient researchers to break new ground. State funding provides oF ThE William Hyde and Susan Benteen Irwin a foundation for UCSC, but private contributions are essential. SCholarship Without them, it will be more difficult for UCSC to Carrie Ferguson always has a sustain its commitment to improving people’s lives new way of looking at things. through innovation and discovery while providing a The UCSC undergraduate continues to fuel the imagination with her top-tier education to our students. kinetic, mechanical art. She’s looking forward to completing her degree Examples of your investment in action: and grad school with assistance Flexible Funding empowers the Chancellor to advance from the Irwin Scholarships— awarded by faculty nomination to campus priorities or seize emerging Flexible gifts provide a the best students in the visual arts. opportunities as they arise. means of immediately “This scholarship was absolutely Funding to provide scholarships addressing areas that have critical for me—and was the support the most impact for our I needed to finish my education” that open doors for exceptional students, allowing the said Ferguson, who aspires to undergraduates, including many Chancellor to advance top become an art professor and teach full time. “It builds on the already who are the first in their family campus priorities. Directed incredible facilities and environment to attend college and who gifts allow you to designate at UCSC.” your support to a specific otherwise could not afford program or priority area. a university education. Funding to underwrite programs in fields as diverse as cancer research, environmental sciences and modern American music. Funding for endowed chairs—perhaps the single most powerful tool for retaining and recruiting world-class faculty who value both teaching and research. Funding for capital programs supports the best equip- ment, laboratory upgrades, and facilities—critical for nurturing student initiative and providing innovative programs that complement classroom instruction. page 4 UC SANTA CRUZ GUIDE TO PLANNED GIVING To watch interviews with these and other recent graduates, please visit: STUDENT ucsc.edu/20grads STORIES Huijun Katherine Chen Degrees: B.A. history; B.A. Amanda Smith economics; B.A. math Degree: B.A. feminist studies (interdisciplinary triple major) College: Kresge College: Nine Hometown: San Jose, CA Hometown: Palo Alto, CA Drew Detweiler Joi Barnett Degrees: M.F.A. digital arts Degree: B.S. computer and new media (DANM) engineering Associate Fellow, Porter College: Oakes College Hometown: Los Angeles, CA Hometown: Charlotte, NC “My thesis project was the “I have met so many people— realization of a long-term professors, students, prospective dream of working with youth students—who have helped in Brazil. I put video cameras me realize how I want to live “My goal when I started into the hands of the first-time “UCSC has helped cultivate my my life and who I am as a college was to find a job on cinema students at the Instituto academic passions, and through person. I wouldn’t trade this Wall Street and be financially Dois Irmâos, and it’s hard to that, my identity. My experiences experience for anything else.” secure, but now I feel that at UCSC have made me stronger, describe the joy and chaotic Your favorite class or professor my education would be more intelligent, and more excitement as they ran out and why? better used to help improve into the streets shooting video motivated to effect positive “My most valued classroom the lives of others.” of everything.” change in society.” experience was as participant in Most surprising thing Most surprising thing How has your UCSC UCSC’s Academic Excellence about UCSC? about UCSC? graduate education shaped (ACE) Program. Nandini “The dedication and maturity you professionally? “The diversity of classes and class Bhattacharya, the section of the student body. It “I was a ‘nontraditional’ student, in structures. From large lectures leader for my lower-division seems like everyone is that I had worked professionally courses, to seminars with 20 math courses, is an amazing involved with an activity that as a film educator before I students, to independent one-on- instructor. She not only taught they truly care about, and enrolled in the DANM program. one projects, to volunteering and me mathematics, but also many of them work or intern At UCSC I had the opportunity off-campus service projects— showed me that the cliché without pay. They can see to work with many amazing UCSC offers such a wealth of ‘You can do anything you put past materialism and simply professors as a Teaching academic opportunities.” your mind to,’ is a very realistic embrace their passions, which Assistant for film, art, and statement. She always believed I think is unique to UCSC.” music courses. Not only was I in me and, because of her, I was inspired artistically, but I also able to become a successful rediscovered the classroom as a engineering student.” student and a TA, which has made me a better teacher.” TO FIND OUT MORE, PLEASE VISIT: GIVING.UCSC.EDU/PLANNEDGIFTS page 5 Bill DickinsoN— PIoneer Class Graduate “I had gone on my own when I was sixteen. The year that the campus opened, I was at Santa Rosa Junior College and I was thrilled by what the Santa Cruz campus had set out to become.