Planned Giving

Partners across campus and health advancement on tax and financial aspects of charitable giving.

Collaborates with development staff to discuss tax-savvy giving strategies with donors, and secure deferred gifts and gifts that provide income streams.

Deferred gifts
Estate Gifts such as bequests and beneficiary designations
Gifts of property including real estate and tangible personal property
Life-income gifts such as Charitable Gift Annuities
Planned gifts

Contacts

Ervin Rodriguez
Executive Director
ervinr@uci.edu

Aimée Roberts-Mahalingam
Director Planned Giving
949-824-0233
asrobert@uci.edu