Planned Giving Planned Giving
David Thomas

I’ve included UCSC in my will. I have included a bequest to my longtime college home, Stevenson College. The largest bequest, though, goes to funding undergraduate scholarships.
To create my will, I spend over six months thinking through my life experience and my commitments and what I would like to continue to support. This was a demanding and instructive exercise. I worked with the UCSC’s planned giving folks to sharpen and refine the focus, and to find the appropriate legal language. They were most helpful.
If asked, I’d advise anyone engaged in this process to spend the time to get clear on your values and opportunities and to weigh the alternatives. Then work with advisers and UCSC’s people. I did, and I’m pleased with the result.”