Gladstone Institutes was created as a result of a planned gift made in 1971 by J. David Gladstone, a real estate developer from Southern California.

After his death, Gladstone left an estate valued at $8 million to support medical students interested in research. This gift birthed Gladstone Institutes and his original bequest has since multiplied more than 20-times its original value and has supported four decades of biomedical research and training.

“We can think of no better way to invest in the future than to ensure Gladstone remains the rare and extraordinary place it has become—a place of true intellectual risk-taking, unwavering rigor, and boundless scientific aspiration. It has been our great fortune to see the seeds we helped plant so many years ago bear such extraordinary fruit.”

Robert and Linda Mahley

“We can think of no better way to invest in the future than to ensure Gladstone remains the rare and extraordinary place it has become—a place of true intellectual risk-taking, unwavering rigor, and boundless scientific aspiration. It has been our great fortune to see the seeds we helped plant so many years ago bear such extraordinary fruit.”

Robert and Linda Mahley

What is Planned Giving?

Planned giving involves a commitment to make a major gift to a charitable organization as part of the donor’s overall financial and estate plans. Planned gifts range from the most popular—a bequest in a will or trust—to vehicles like charitable trusts that provide major gifts to a charity and generate income to the donor.

Type of Planned Gifts

Choose the planned giving opportunity that is best suited to your needs and long-term charitable and estate planning goals.

Bequests in Wills or Trusts

Bequests are the most common form of planned gifts and can be structured in a variety of ways to accomplish to best suit your goals. Learn more about bequests.

Retirement Plan Assets

Consider making Gladstone a beneficiary of a percentage of your retirement plan assets. Then, leave less heavily taxed assets to your loved ones. When a charity is named as a beneficiary, it does not pay income or estate taxes on the distribution.

Charitable Trusts

With a charitable remainder trust, you can receive income each year—either fixed or variable—from assets you place in the trust. After your lifetime, the balance in the trust goes to the charities of your choice. With a charitable lead trust, the trust makes payments to a charity for a specified term after which the remainder interest is transferred to one or more beneficiaries.

Life Estates

With a life estate gift, you can donate the remainder interest in real estate while enjoying the use and ownership of the property during your lifetime.

Life Insurance

Make Gladstone the beneficiary of a life insurance policy, and your estate will receive a charitable deduction from estate taxes. Under certain circumstances, you may be able to make Gladstone the owner of a life insurance policy on your life, and receive an income tax charitable deduction for a portion of the face value of that policy.

Real Estate

Donate real estate outright, through an estate, or to fund some life income gifts such as the charitable remainder unitrust. You will receive a current income tax charitable deduction for a portion of the property’s value.

Other Assets

We also accept other kinds of investment assets, including closely held stock and partnerships. Contact us to learn more.

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Gladstone Society

The Gladstone Society honors donors who give via wills, trusts, retirement plans, insurance policies, and real estate. As a member of the Gladstone Society, you will be invited to special in-person and online events featuring Gladstone scientists.

If you think you qualify for membership, contact us to let us know about your planned gift and we will include you as a member of the Gladstone Society.

Contact Us

Our staff has many years of experience helping individuals and their professional advisors deciding on planned giving options. Contact us to learn how a planned gift might fit in your plans.

Contact

Chris Nicholson
Director of Philanthropy
415.565.1008
chris.nicholson@gladstone.ucsf.edu

 

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