Gifts by Will or Revocable Trust

Many donors plan for gifts to be made after their deaths by including the UC Davis Children’s Hospital in their wills and revocable trusts. Any property may be transferred by will or revocable trust, and a gift may be for a specific dollar amount, a percentage of the entire estate, or for the amount that remains after all other gifts to family and friends.

A gift can be designated for a particular purpose or directed for general research. A gift can also honor a loved one or memorialize the donor(s) by naming a fund, a designated space, or even a building. In the case of endowed funds, professorships, or chairs, the fund preserves the principal of the gift in perpetuity and spends only the income.

The following language can be included in a will or trust to make a gift to the UC Davis Children’s Hospital:

I [or the Trustor] give(s) to the UC Davis Foundation the sum of $_____ (or percent) of my [the Trustor’s] estate) (or all of the rest and residue of my [the Trustor’s] estate) to be used at the UC Davis Children’s Hospital for such purposes as the director of the UC Davis Children’s Hospital shall determine, with the concurrence of the UC Davis chancellor.

To ensure that your gift will produce the results you intend, please contact the Children’s Hospital development office before preparing the final documents. As with all aspects of estate and tax matters, you should seek qualified legal, tax, and financial advice in developing your plan.

If you have any questions or need additional information, please contact Silvia M. H. Lester at (916) 734-7284 or silvia.lester@ucdmc.ucdavis.edu.

UC Davis Health System is recognized as a tax-exempt, 501(c) (3) public charity by the Internal Revenue Service. Your gift to the UC Davis Children’s Hospital qualifies as a charitable deduction for federal tax purposes as permitted by law.