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Blended Gifts

There are many combination gift options that can make your giving go farther than a simple gift of cash or property. Blended gifts are gifts that help you see the impact of your giving today and continue to support our mission in the future.

Flowchart: Donor makes a gift of cash and/or appreciated property to UC Foundation during life and leaves a bequest to UC Foundation in a will or trust.

Benefits of blended gifts

  • Increase the impact of your giving
  • Preserve wealth for you and your family
  • Enjoy greater tax savings
  • See the results of your giving today

How blended gifts work

  1. A gift plan can be added to your annual gifts of cash or property this year to increase the impact of your giving, provide greater tax savings, preserve wealth for you and your family and further our mission.
  2. Some ideas for you to consider include a charitable gift from your will, charitable gift annuity and charitable remainder unitrust.
  3. If you have already included a gift from your will or created another gift plan, you could begin to see the impact of your giving today by making outright gifts of cash or property. You can avoid capital gains taxes by making a gift of your real estate, stock or other appreciated investments.

More on blended gifts

Are you interested in giving to a campaign or making a significant gift this year? Are you thinking about making a bequest or multi-year gifts? Blended gifts use a variety of giving strategies by combining the power of current gifts and gift plans including bequests. Blended gifts can be a very attractive way for you to achieve your financial, tax and estate planning goals.

Contact us

If you have any questions about blended gifts, please contact us. We would be happy to assist you and answer your questions.

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Questions? / Contact our Gift Planning Team:

Have Questions? Click here to schedule a meeting today!

Tammy Wernke Tammy Wernke » Assistant Vice President, Gift Planning
513-556-6293

Liz Sauers Liz Sauers » Director, Gift Planning
513-556-6057

Dillon Westrich Dillon Westrich » Assistant Director, Gift Planning
513-558-3842