Gifts That Cost You Nothing Now
Gifts in a will or by beneficiary designation are two easy ways to provide innovative experiential learning for years to come — and they do not cost anything now.
Gifts in a Will or Trust
Making a legacy gift in your will or trust is one of the easiest and most popular ways to make a lasting impact for University of the Pacific. By simply signing your name, you can create a legacy of giving future generations access to immersive academic study, experiential learning, and service to our communities.
Once you have provided for your loved ones, we hope you will consider making immersive academic study, experiential learning and service to our communities part of your life story through a legacy gift.
A gift in your will is one of the easiest ways to create your legacy and offers the following benefits:
Costs you nothing now to give in this way.
You can alter your gift or change your mind at any time and for any reason.
Your gift will create your legacy of a service-focused education.
Four simple, “no-cost-now” ways to give in your will
Leaves a gift of a stated sum of money to University of the Pacific in your will or living trust.
You can mix these no-cost ways together. For example, you might consider leaving a specific percentage (such as 50%) of the residual to University of the Pacific contingent upon the survival of your spouse.
If you want to make changes to your will, you do not have to write a new version. You can simply use a Codicil, which is a document that modifies your existing will.
Make sure you use the correct language in your will or trust so you can have peace of mind that your gift intention for University of the Pacific is carried out as you intend.
Gifts by Beneficiary Designation
It is easy to put your bank accounts, retirement funds, savings bonds, and more to use in fueling student access and success — and it costs you nothing now.
By naming University of the Pacific as a beneficiary of these assets, you can power our mission for years to come and establish your personal legacy of empowering future generations to embark on a path of learning and discovery.
Can reduce or eliminate taxes on retirement assets
Reduce or avoid probate fees
No cost to you now to give
Create your legacy with University of the Pacific
To name University of the Pacific as a beneficiary of an account or other asset, contact the custodian of that asset to see whether a change of beneficiary form must be completed.
How to Change a Beneficiary Designation
Login to your account or request a Change of Beneficiary Form from your custodian (the business holding your money or assets).
Follow the links to change your beneficiary or fill out the form.
Be sure to spell the name of our organization properly: University of the Pacific
Include our tax identification number: 94-1156266
Save or submit your information online or return your Change of Beneficiary Form.
Types of Gifts
A gift of retirement assets
You can simply name University of the Pacific as a beneficiary of your retirement plan to provide experiential learning and leadership skills for future generations.
A gift of funds remaining in your bank accounts, brokerage accounts or certificate of deposit (CD)
This is one of the easiest gifts to give and one of the most useful in accomplishing your philanthropic goals. The next time you visit your bank, you can name University of the Pacific (Tax ID: 94-1156266) as the beneficiary of a checking or savings bank account, a certificate of deposit (CD), or a brokerage account. When you do, you will take a powerful step toward creating a memorable experience for our passionate, diverse students in the future.
Donor-Advised Fund (DAF) residuals
When you create your donor-advised fund, you choose which charities to receive any funds that remain after your lifetime. When you name University of the Pacific as a “successor” of your account or a portion of your account value, you enable vital community service programs for underserved populations in our area.
Designating University of the Pacific as a beneficiary of an asset or account is easy to do. Click the link below for Pacific’s legal information.
If you are an employee of University of the Pacific, you may consider designating your TIAA retirement account as a gift. Click the link below for details.