A charitable remainder trust enables a donor to make a significant gift to the UC Davis M.I.N.D. Institute while receiving income from the donated assets.

By transferring cash, securities, or other property to a charitable remainder trust, you will receive an income tax deduction and pay no capital gains tax. During the term specified in the trust, you or anyone you choose will receive a percentage of the trust value each year. When the trust term ends, the remaining principal goes to UC Davis M.I.N.D. Institute to support the research area, project, or program you have designated.

To ensure that your gift will produce the results you intend, please contact the M.I.N.D. Institute 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 questions or need additional information, please contact Terri Contenti at (916) 703-0289 or terri.contenti@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 M.I.N.D. Institute qualifies as a charitable deduction for federal tax purposes as permitted by law.