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 the UCLA Ed&IS through a planned gift and satisfy your personal tax and longterm 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 university Planned Giving Office directly, or the UCLA Ed&IS External Relations office.

A Lasting Legacy:

Gordon & Olga Smith

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 long time 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.

The Smiths’ generosity made possible the establishment of two scholarship programs for outstanding students pursuing credentials and degrees in education. The Gordon and Olga Smith Teacher Education Scholars Program will provide scholarship funding to outstanding students in the UCLA Teacher Education Program. In addition, the Gordon and Olga Smith Dean’s Scholars Program will provide new or continuing scholarship funding to recruit the best and brightest students nationally to UCLA to pursue advanced degrees in Education.

“This transformational gift from Gordon and Olga Smith will in perpetuity support UCLA Ed & IS students who are pursuing their studies in education,” said Dean Suárez-Orozco. “The gift dawns a new era of excellence in education at UCLA. The Gordon and Olga Smith Scholarship Fund will serve as a lasting tribute to the extraordinary lives of Gordon and Olga Smith and their dedicated work as public school teachers, while enabling UCLA to recruit the next generation of outstanding Education students.”

Gordon Don Smith was born in Denver in 1941. He graduated from UCLA in 1963 with his bachelor’s degree in Spanish and social studies. He also majored in Spanish at the University of Guadalajara in Mexico. Olga Nena Smith, whose family arrived in the United States from Spain in 1920, was born in Hartford, Connecticut. She earned her bachelor’s degree in education from Bridgeport University in Connecticut, and her master’s degree from Middlebury College’s graduate school in Madrid.

The Smiths’ professional lives echoed their mutual passions of education, Hispanic cultures, and travel. Gordon Smith, who earned his general subject secondary teaching credential at UCLA in 1964, taught Spanish and social studies in Alaska, and in the Burbank Unified School District. Olga Smith taught Spanish in Burbank Unified School District as well.

The Smiths, who were both fluent Spanish speakers, traveled extensively throughout Europe, South America, Central America, and the South Pacific. While living in Alaska in the 1970s, where Gordon began his teaching career at West Anchorage High School, the couple founded their own travel agency. Upon returning to California and making their home in Sherman Oaks in 1974, Gordon worked for Western Airlines while still teaching in Burbank Unified School District.

When the Smiths retired from their teaching careers, they owned an oceanfront motel in Lincoln City, Ore., which they operated for ten years. Later, upon returning to California, they owned and operated several apartment buildings in Burbank and the San Fernando Valley for over 16 years.

The Smiths, who had no children, were known for their kindness, industry, and appreciation of people and cultures.

“They were the perfect example of lives well lived,” wrote Hilary Barry, executor for the Gordon Smith estate. “They were a wonderful couple that worked as a team and were always exploring new opportunities. They did what they loved, and it showed.”

 

HISTORY

UCLA began as a Teacher’s College in 1882, and we have been shaping and molding the knowledge sector in this country ever since. We develop future generations of scholars, teachers, information professionals, and institutional leaders. Our work is guided by the principles of individual responsibility and social justice, an ethic of caring, and commitment to the communities we serve.


DEPARTMENT OF EDUCATION

Prepares students to be leaders in education research, policy and practice.


DEPARTMENT OF INFORMATION STUDIES

Seeks to define, study and evaluate interactions among people, information and information technology in a way that promotes equity, diversity, accountability and intellectual openness.


RESEARCH CENTERS

Groundbreaking research is more than a concept at Ed & IS — it’s a plan of action. Our nationally renowned research centers and institutes are doing fundamental work on what matters most in education and information studies in the 21st century: the discovery and application of usable knowledge at the crossroads of policy and practice.

UCLA Ed&IS External Relations Office
2043 Moore Hall, PO Box 951521
Los Angeles, CA 90095-1521
(310) 206-0375

Laura Lindberg                                               Executive Director  llindberg@support.ucla.edu

Amy Lassere                                             Senior Director of Development  alassere@support.ucla.edu

Leigh Leveen                                      Director of Annual Giving and Donor Communications                                              lleveen@support.ucla.edu

Giselle Jose                                                 Assistant Director, Stewardship and Donor Events                          gjose@support.ucla.edu

Paolo Cantos                              Development and Communications  Specialist               pcantos@support.ucla.edu

How to Give

You may choose from a number of options for making your gift. Learn more about ways to make a donation that works best for you.

Credit and Debit Cards: Donors may elect to make a gift via a charge to a credit or debit card. Cards accepted for donations include VISA, MasterCard, and American Express. Make a secure credit or debit card gift online now. (For gifts under $50,000.)

Cash and Checks: Gifts of cash made to the UCLA Ed&IS through the UCLA Foundation or UC Regents are equally tax-deductible and are used for the purposes specified by the donor. Make check payable to UCLA Foundation and send to:
External Relations Office – UCLA Ed&IS
2043 Moore Hall
PO Box 951521
Los Angeles, CA 90095-1521

Download a giving form to fill out and mail it in. Click here.

Electronic Funds Transfer: Monthly payments via electronic funds transfer may be arranged through a donor’s financial institution and the UCLA Foundation.

Wire Transfer: Wire transfers are most commonly used for gifts made from outside the United States. Financial institutions provide minimal information on wire transfers, so to ensure proper disposition of the gifts, donors should alert the University that a wire transfer has been made by notifying the UCLA Ed&IS External Relations Office at (310) 206-0375.

Securities: Financial institutions provide minimal information on securities transfers, so to ensure proper disposition of the gifts, donors should alert the UCLA Ed&IS External Relations Office that a securities transfer has been made. Gifts of securities are recorded based on the mean market value of the stock, bond, or mutual fund on the date of gift, which is determined by the date the donor relinquishes control of the asset. Please contact the securities coordinator for the UCLA Foundation at (310) 794-3434 for more information and for detailed transfer instructions.

Additional Gift Options

Employer Matching Gifts: Employer matching gifts can double or triple your gift…and you can receive full credit for the total amount of the donation for the purposes of recognition and benefits. Hundreds of companies currently match the gifts of their employees or employees’ spouses to UCLA. Participating employers are specially recognized on the School’s Honor Roll. To find out if your or your spouse’s employer matches gifts, you may check our database before making your donation. You can request and fill in a matching gift form from your company (often through the human resources office) and mail in or fax the form to the UCLA Ed&IS External Relations office.

Memorial and Honorary Gifts: Honorary gifts commemorate a significant event or someone who is still living. Alumni frequently make gifts to honor a faculty member at Ed&IS. A memorial gift can help perpetuate the values and ideals that guided someone’s life. Families of those so honored will be notified of your gift, but the amount of the gift is not disclosed. If you are interested in making a memorial or honorary gift, please make sure to provide the appropriate information when you make or submit your gift.

Gifts of Real Estate and Materials: Real property, either in its entirety or in part, can be deeded to The UCLA Foundation to benefit the University. For residential properties, it is possible to arrange a sizable tax deduction by deeding a home to UCLA, while continuing to occupy the property for life. The UCLA Ed&IS gratefully accepts donations of materials that support its academic, teaching and research mission. The University receives a wide variety of such gifts, including rare books and manuscripts, works of art, equipment and other items of value. If you are interested in making a gift of real estate or materials, please contact the UCLA Ed&IS External Relations Office at (310) 206-0375.