View Annual Report - Jules Stein Eye Institute

Giving Opportunities
The Jules Stein Eye Institute, established
in 1966, is dedicated to the
preservation of sight and the prevention
of blindness. Today, UCLA’s vision
scientists are extending the boundaries
of current knowledge and approaching
the goal for a lifetime of good vision
for everyone, due in large part to a
strong tradition of philanthropy from
private sources.
Contributions from individuals,
corporations, and foundations provide
faculty with the resources necessary
to consistently record noteworthy
achievements in research, education,
and patient care.
The Institute offers a variety of giving
options to those who wish to contribute
to this tradition of excellence.
How to Support the
Jules Stein Eye Institute
Outright Gifts
Outright gifts of cash, securities, or
other property provide the Institute
with much-needed financial assistance.
Outright gifts have an immediate
impact on faculty research, education,
and patient care programs because
they are used to support a variety of
current needs.
Gift Pledges
A pledge is a formal statement of
intention to make a gift to the Institute.
It may be followed by an immediate gift,
or may simply confirm your intention to
make a gift in the future. Many donors
choose to complete their gift pledge
by making regular payments over a
five-year period. This method often
allows donors to give more generously
than they may have originally considered.
Whenever possible, full payment
of pledges is encouraged within five
years of the original commitment.
122 Giving Opportunities
Securities
A gift of long-term appreciated
marketable securities helps you save
taxes twice. Such a gift will provide an
income-tax charitable deduction and
capital gains tax savings.
Matching Gifts
Many corporations have demonstrated
their support by matching or multiplying
their employees’ gifts to the Institute
up to a set amount. Before making a
gift, you may want to ask whether your
employer participates in a matching
gift program. Certain restrictions apply
to matching gifts; please consult your
company’s personnel office.
Real Estate
When you give a gift of your home or
real property to the Institute, you may
claim an income-tax charitable deduction
based on the full market value of
the gift, avoid capital gains taxes, and
eliminate certain costs associated with
the transfer of real property. Gifts of
real estate can also provide income
to you.
Bequests
In writing a will, living trust, or other
planned-giving arrangements, donors
can specify that they would like their
estate to benefit the Institute.
Charitable Gift Annuity
Donors can transfer money, securities,
or real estate in trust to the Institute
and receive income for themselves
or a loved one for life. Donors may
receive immediate tax benefits, and
the Institute ultimately receives the
trust property.
Tribute Gifts
Contributions may be made in memory,
honor, or celebration of a loved one, or
to commemorate a special occasion.
Donations can be used for unrestricted
program support or be directed to any
area of the Institute.
Endowments
A gift of an endowment demonstrates
a long-term commitment to the
Institute, since the fund is maintained
in perpetuity. A portion of the annual
investment income is used to support
clinical, educational, and scientific
initiatives and the remaining investment
yield is returned to principal; thus,
over the years, the fund can grow and
provide continuous support.
An endowment serves as an enduring
legacy as it can bear the donor’s
name, or can honor a loved one. These
funds can be made payable for up to
five years. Giving opportunities exist
for endowed chairs, endowed fellowships,
and endowed funds for research,
education, and patient care.
However you choose to support the
Institute, you will be embarking on a
partnership with one of the world’s
preeminent eye research centers. Such
an investment will greatly expand our
understanding of the causes of eye
diseases, expose alternative treatment
options, and ultimately prevent blindness.
Your gift can make a difference.
For further information,
please contact:
Jules Stein Eye Institute
Development Office
100 Stein Plaza
University of California, Los Angeles
Los Angeles, California 90095-7000
Phone: (310) 206-6035
Fax: (310) 794-1665
giving@jsei.ucla.edu
To make an unrestricted gift online,
please visit: giving.ucla.edu/jsei