URC Foundation

As Yolo County's first and only accredited Continuing Care Retirement Community, URC offers a retirement lifestyle that is unmatched. With URC now open and thriving, it's time to look to the future of the community.

An Investment in the Future

Contributing capital resources to the URC Foundation is a wonderful way to leave a lasting personal legacy. It's also a wonderful opportunity to invest in the future of University Retirement Community.

By giving to the URC Foundation, you can add your own personal touch to the quality of life at URC, because all funds contributed to the Foundation go directly into programs and services that benefit URC residents.

Your contributions can go towards supporting a variety of programs, such as providing assistance for residents who have outlived their financial resources or helping to improve the quality of life for residents in the Health Care Center. Or, you may wish to support a scholarship program that enables URC employees to pursue their work-related educational goals at UC Davis. The possibilities for giving are endless.

So Many Ways to Give

Charitable giving is a uniquely personal statement. It can be your way of showing what you consider to be important in the world. When you contribute to the URC Foundation, you decide what type of gift to give, how you'd like your gift to be used, and the time frame in which you give.

Gifts may be made in the form of cash, stocks, bonds, or real estate. You can include a gift to the Foundation in your will or through a living trust. You can also donate pension plans, Individual Retirement Accounts (IRAs), or other retirement assets. Life insurance policies that are no longer needed can be given as well.

Your contributed assets can be designated for specific purposes or donated to a general fund where they are used to benefit the community at large. You may choose to make a direct gift, which the URC Foundation can immediately benefit from, or you may choose to make a planned gift, which benefits the Foundation at a later date. Gifts of this type include bequests, charitable remainder unitrusts, and charitable gift annuities.

The Possibilities for Giving Are Endless

No matter how you choose to give to the URC Foundation, your contribution is a perfect way to make a lasting contribution to this unique "community of friends."

Each method of gifting offers possible tax benefits to the donor. Benefits may include the following:

• charitable gift tax deductions
• tax-free income
• a full or partial bypass of capital gains
• taxes on appreciated property
• possible reduction of estate taxes

URC's Executive Director will be happy to provide you and your financial adviser with more information about the potential tax benefits of giving.

DISCOVER the Benefits of Giving

With so many avenues of giving available, you can design a bequest or gift that accomplishes both your charitable and personal goals. Here are just a few ideas on how you can make a gift and discover the benefits of giving to URC:

• Charitable gift annuities are among the most popular ways of giving because they provide benefits to both the donor and the recipient. As an annuitant, you can receive a guaranteed lifetime income and you may avoid a capital gains tax.
• Charitable remainder unitrusts allow you to provide variable lifetime payments for yourself or other living beneficiaries. These irrevocable trusts may provide you with reduced estate taxes and a bypass of capital gains tax.
• By donating appreciated securities, you may be entitled to a tax deduction for the current value of the stock. This puts unrealized "paper profits" to work for you.

The URC Foundation: a cornerstone

By definition, a "foundation" is an institution financed by donations or legacies that benefit the cause or organization to which the foundation is dedicated. A foundation is, in many ways, the cornerstone on which the future of the organization is built.

The URC Foundation is the charitable arm of University Retirement Community. Its purpose is to generate resources to support and enrich the quality of life for residents at URC—now and in the future.

As with any foundation, its strength will be derived from the generosity of the donors who support it.

Discover University Retirement Community

Designed for seniors who are looking for a retirement community that emphasizes health and wellness, University Retirement Community (URC) offers a variety of lifestyle options. The 9.6-acre campus features several residential living options, assisted living apartments, skilled nursing, and specialized care for individuals with Alzheimer's Disease and related dementias. URC provides a host of amenities including gracious dining, an auditorium for special events, a Computer Learning Center, fitness room, health and wellness program, heated swimming pool, and library. As Yolo County's first and only accredited continuing care retirement community (CCRC), URC offers residents a peace of mind that is unmatched.

University Retirement Community is an affiliate of Pacific Retirement Services, Inc. PRS is a nationally known company that oversees a family of affiliated CCRCs, managed non-profit retirement communities, and affordable senior housing facilities.