Planned Giving

Establishing support into the future

Bequests and Planned Gifts

Legacy gifts have resulted in some of the School’s most generous and far-reaching gifts. Your planned gift will ensure academic excellence and access for generations to come. Your gift can also provide financial and tax benefits for you, your heirs, and others you care about.

Many individuals who could not otherwise make a major gift find they are able to do so with a carefully planned gift, thereby fulfilling their philanthropic goals for the School.

Planned gifts include:

  • Bequests
  • Pooled income funds
  • Gift annuities
  • Charitable trusts
  • Gifts of property or real estate

Whatever your age, you can make a substantial contribution to UCLA Ed&IS through a planned gift and satisfy your personal tax and long-term financial goals at the same time.

Learn More: UCLA has extensive planned giving resources, dedicated staff, and in-house attorneys available to answer your questions, on a confidential basis and without charge or obligation. To learn more you are welcome to contact the UCLA Ed&IS External Relations Office at (310) 206-0375 or support@seis.ucla.edu.

Leaving A Lasting Legacy: Donor Stories

Rose Gilbert

Rose Gilbert ’40 taught full-time since 1956. In 2007, at age 90 she was the oldest full-time teacher in LAUSD and perhaps the nation. Her passion for teaching has changed the lives of thousands of students, creating a lasting love of literature and learning for almost 50 years. In 2007, Rose created another lasting legacy by establishing the Rose Gilbert Teacher Education Endowed Fellowship. Thanks to Rose’s generous spirit of giving, each year a graduate student in UCLA’s Teacher Education Program will be selected as the Rose Gilbert Fellow and will receive an award to help pay for the costs of his/her teacher preparation and Master’s degree program here at UCLA.

Read more about Rose Gilbert.

Ken Karmiole

Ken Karmiole ’71 is a graduate of Library Science, and the owner of Kenneth Karmiole Bookseller in Santa Monica and internationally known in the rare book world. “I established the Karmiole Fellowship because the Information Studies program provides a comprehensive education that allows students to obtain an extensive understanding of a specialized field, such as rare book librarianship, which is my personal area of interest. Fellowship funding is essential to attracting and retaining the best students and I am proud to help play a role in that process.”

Read more about Ken’s support.

Graduate School of Education and Information Studies

In 2015, the Graduate School of Education and Information Studies received the largest legacy gift in our history from the estate of Gordon Smith, a UCLA alumnus who was a longtime educator and small business owner. The bequest established the Gordon and Olga Smith Scholarship Fund to provide support for UCLA Education students. To date, the bequest has supported over 40 students who are pursuing graduate degrees in Education.

Read more about this transformative gift.