Estate Planning is a way that millions of Americans make charitable contributions work for their own financial objectives while helping others at the same time. Non-profit organizations like UCPLA are strengthened when people take the time to make careful decisions balancing philanthropy and personal financial needs and goals.

You can name UCPLA as a beneficiary in your will or revocable trust. An outright gift can consist of cash, securities or other property. Or you may designate a gift to UCPLA for a percentage of your estate or as the beneficiary of a trust.

Another method is the Charitable Remainder Trust, which allows the giver to increase his or her income, avoid capital-gains tax, and obtain a tax deduction now. Using this method you can transfer low-income-producing assets to UCPLA and receive a higher income return for life.

The staff of UCPLA is available to discuss with you a method of giving that bests suits your circumstances and your wishes.

For detailed, personalized information, please call (818) 782-2211 or write to mail.ucpla.org.

You may be surprised to find that you can receive valuable tax incentives or increased income by carefully structuring a gift that will help benefit people with disabilities. And, planning now will decrease or eliminate probate and other administrative hassles in regard to your estate. Contact us today for estate planning assistance.