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Eye Center

Estate and Gift Planning

Sacramento Area

The UC Davis Health System Eye Center offers a number of giving alternatives that can assist individuals with their estate planning and provide a lasting benefit for eye research and patient care. As with all aspects of estate and tax matters, you should seek qualified legal, tax, and financial advice in developing your plan.

Some of the methods currently available to donors seeking to make a legacy gift include:

  • Gifts by Will or Revocable Trust 
  • Charitable Remainder Trust 
  • Charitable Gift Annuity 
  • Charitable Lead Trust 
  • Pooled Income Fund 
  • Gifts of Real Estate 

If you are not certain which option best suits your interests or if you have questions, please contact Ernie Phinney, Development Officer, at 916-734-8758 or by email at ephinney@ucdavis.edu.

Friends who have included the UC Davis Eye Center and the UC Davis Health System in their estate plans are recognized by membership in the Heritage Circle each year. The Dean of the School of Medicine hosts an annual luncheon to honor members of this premier society. Members are encouraged to explore their interest in medicine by attending tours, lectures, and other special programs. For more information about the Heritage Circle, please contact Rachel Kirkley, Planned Giving Officer, at or (916) 734-9063 or by email at rachel.kirkley@ucdmc.ucdavis.edu.