Estate & Gift Planning

In numerous ways, estate planning can 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

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 a member of our development team:

Sheena Summers
Senior Director of Development
UC Davis Eye Center
Cell: 916-878-9924
smlennie@ucdavis.edu