Advisor Resources

There are many ways you and your clients can support UC Santa Cruz! We offer free, helpful resources for you and your clients to explore how a charitable gift can help meet their personal, financial, and philanthropic goals.

For attorneys drafting a will or trust, you can find suggested language for a bequest.

GiftLaw services are made available to all advisors as a free service. The Charitable Tax Reference is a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers, and other professional advisers.

The GiftCalculator is a tool for professionals to calculate the tax benefits of a gift, following the IRS format. You may run charitable deduction calculations for your clients at no cost or obligation to you. We can provide you and your clients with more personalized, detailed gift illustrations reflecting your clients' unique circumstances, at your request.

Learn more about these tools and how a planned gift may benefit your clients by contacting us.