0906 Non-Profit Org Office of Gift & Endowment Planning US Postage University of , PAID UCSF Box 0248 Sacramento, CA San Francisco, CA 94143-0248 Permit No. 333

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“I can’t think of any better way to support the future of this School than to contribute all or a portion of your estate.” – Zina Mirsky, RN, EdD, Heritage Circle Member since 2002 FORESIGHT A GUIDE TO FINANCIAL & CHARITABLE GIFT PLANNING / UCSF SCHOOL OF NURSING / SPRING 2011

Dear Alumni & Friends: Nursing Alumna and Retired There are many loyal alumni and friends of Staff Member Thanks UCSF the UCSF School of Nursing, and we recognize and appreciate each and every native of the Bay Area, Elizabeth (Betty) one. I’m sure you’ll agree that McDonald, BS ’47, attended high school in Betty McDonald is in a class A Oakland. After graduating in psychology and music from UC Berkeley, Betty decided to continue of her own having made more than 90 gifts to the School. Now, with her education. She had already completed a pre-nursing course and enjoyed science, so she has made the ultimate gift she wrote to the UCSF School of Nursing to by providing for a bequest to see whether she was qualified to enroll. She the School in her will. This is so immediately received a reply asking her to mail in important, valued and appreciated her transcript – she could start in two months! Betty McDonald, BS ’47 as we want to continue to be “It was during the war, and I was able to able to provide excellence in education and enter UCSF under the Cadet Nurse Corps. It paid for our education, our training for the next generation of students and uniforms, our books and even gave us a small stipend of $10 a month!” faculty. Her contribution will help us do this. says Betty. We hope you will be inspired by her Student nurses were housed in a dormitory at 610 Parnassus, close example and contribute to nursing education. to the hospital. It was there Betty made friends she still keeps in touch Each contribution helps and one way that can with today. On graduation, Betty joined the UCSF Medical Center staff benefit the School enormously is through a where she spent her entire working career until she retired at age 62. bequest. Learn more about this from our Office Her final appointment was as Head Nurse in what was then the UCSF of Gift & Endowment Planning at 415/476-1475. Ear, Nose and Throat Clinic. They will be happy to assist you. While a student at UC Berkeley, Betty met Elizabeth (Liz) Hall, who If you have already included a bequest to would become her lifelong friend and companion. They lived together the School, please let us know so we can for over four decades in San Francisco and traveled to more than thank you personally and invite you to join 100 countries before Liz died in 2008. Betty’s apartment is filled with Heritage Circle. souvenirs the women collected on their travels. Betty has made more than 90 gifts to the School. She has also Sincerely, provided for a bequest in her will to be used at the discretion of the dean with a preference for student scholarships. “She has been remarkable in her generosity to the School of Nursing,” says David Vlahov, RN, PhD, Dean of the UCSF School of Nursing, “enabling us to support current and future students, especially as tuition rises.” David Vlahov, RN, PhD Dean, UCSF School of Nursing Recent Estate Gift to the UCSF School of Nursing For more news on the UCSF School of Nursing go to Gene Jack Donnell, ’47, left a specific bequest of $100,000 to the USCF School http://nursing.ucsf.edu/ of Nursing for the Gene Jack Donnell Endowed Scholarship Fund in Nursing. We’d like to hear from you – If you would like more information about making a planned gift, please complete and send back this tear-off reply card or call the UCSF Office of Gift & Endowment Planning at 415/476-1475.

Please contact me about making the following type of gift:

NAME (please print) h Bequest h Retirement Assets h Real Estate

ADDRESS h Life Insurance h Personal Property (antiques, artwork, jewelry, etc.) h Stock/Mutual Fund CITY STATE ZIP h Life Income Plan (i.e., Charitable Trust, Gift Annuity, Pooled Fund), please specify:

The Heritage Circle is an honorary society for those who have EMAIL included a gift to UCSF as part of their estate plans. h I have included a gift to UCSF in my estate plans. ( ) h Please send me information about becoming a member of TELEPHONE the Heritage Circle. UCSF: Creating a healthier world through education, research, patient care and community service. If you wish to make a gift while preserving your assets during your lifetime, you might consider one of the following planned giving options.

Charitable Gift Annuity Bequest Retained Life Estate A charitable gift annuity is a way to A bequest to UCSF can be included You can deed your primary residence make a gift now and receive back in a will or living trust and can be for or vacation home to UCSF and retain income. The income from a charitable any dollar amount. The usual wording the right to live in or use it for the rest gift annuity is based on the age of of an unrestricted bequest to UCSF of your life. This is known as a retained the income beneficiary and does not is the following: life estate. Such a gift frequently fluctuate. This is appealing especially entitles a donor to a sizeable to older donors “I give to the , charitable income tax deduction. On SAMPLE RATES wanting the San Francisco Foundation the termination of the life estate, UCSF (Single life only) security of a typically sells the property and uses sum of $______to be used as AGE FIXED steady stream the proceeds as directed by the donor. INTEREST of income. directed by the Chancellor.” 65 5.5% Younger donors Charitable IRA Rollover – Such gifts can be directed to the Tax Free up to $100,000 70 5.8% sometimes opt to establish Medical Center, a particular School Late in 2010 Congress reauthorized 75 6.4% a “deferred” (Dentistry, Medicine, Nursing or a tax provision which, until the end gift annuity Pharmacy) or the Graduate Division. 1 80 7.2% of 2011, allows donors age 70 ⁄2 with income Bequests can also be designated for and older to transfer up to $100,000 85 8.1% to start at a later a specific purpose such as student from an IRA account to fund a date such as scholarships, faculty support, medical gift without having to include the retirement. The minimum gift required research or patient care. Bequests can transferred amount in their taxable to establish a charitable gift annuity at be used on a current basis or to fund income. Because such transfers are UCSF is $25,000. permanent endowments, which can not included in the donor’s taxable be named for a loved one. If you would Charitable Remainder Trust income, the donor is not entitled to a like your bequest used for a particular charitable income tax deduction. To By using a charitable remainder trust purpose, please contact the UCSF be eligible, transfers must be made to make a gift to UCSF, you can Office of Gift & Endowment Planning no later than December 31, 2011 and receive back income for life or a term for recommended wording to ensure must be made directly to UCSF from of years not to exceed 20. With this that your wishes are carried out. the IRA custodian. type of planned gift, you irrevocably transfer cash or other property (usually appreciated securities) to the UCSF Foundation in trust, with instructions to pay you or a loved one an agreed percentage annually. In addition to receiving a stream of income, you also would receive a charitable income tax deduction based on the value of UCSF’s remainder interest in the trust, as actuarially determined. All income payments are made from trust assets, the investment of which is overseen by the UCSF For more details about any of these gifts, please contact Foundation. On termination of the the Office of Gift & Endowment Planning. trust, any remaining trust assets pass Tel: 415/476-1475 Email: [email protected] to UCSF to be used as specified by you. The minimum amount needed to www.ucsf.edu/support/trustsandbequests/ establish a charitable remainder trust You should consult your attorney about the applicability to your own with the UCSF Foundation as trustee situation of the legal principles contained herein. is $100,000.

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POSTAGE WILL BE PAID BY ADDRESSEE 0906 Daniel E. Riley, JD UCSF Foundation Office of Gift & Endowment Planning University of California, San Francisco P. O. Box 410330 San Francisco, CA 94141-9917