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Advisor Resources

The UCLA Gift Planning team is here to assist you and your clients as they establish their charitable plans or as you work on estate distributions.

Contact us:
UCLA Office of Gift Planning
10889 Wilshire Boulevard, Suite 1500
Los Angeles, CA 90024

Legal name: The UCLA Foundation

Federal tax ID number: 95-2250801

Address: 10889 Wilshire Boulevard, Suite 1500
Los Angeles, CA 90024

Phone: 310-794-2334

Email: [email protected]

If you are working with a client on establishing a philanthropic gift

We can provide bequest language and information about any UCLA area of interest to your clients (for example, see sample information about cancer research and care at UCLA, at right).

We can also assist you and your clients with detailed information and no-obligation illustrations of tax advantages and income benefits for specific gift vehicles or assets such as real estate, securities or closely held stock, retirement accounts, or tangible personal property. We are committed to working with you to ensure your clients establish the charitable gift arrangement that best fits their needs and goals.

Please contact our office or any team member:

Nicole A. Dunn, Senior Executive Director, Gift Planning

Phone: 310-738-5351
[email protected]

Devon Brown, Senior Director, Gift Planning

Phone: 310-400-4302
[email protected]

Lynn Dickinson, Director, Gift Planning

Phone: 310-956-6686
[email protected]

Robin Sauldsberry, Senior Director, Gift Planning

Phone: 310-562-9376
[email protected]

Livia Souza, Director, Gift Planning

Phone: 310-913-2202
[email protected]

Amber Thai, Director, Gift Planning

Phone: 310-569-3870
[email protected]

For information about cancer research and care at UCLA: Please click here.

If you are working on an estate distribution

Please contact our Gift Planning team members to notify us of an estate distribution or if you have any questions regarding the administration of an estate or trust that names The UCLA Foundation and/or any part of UCLA as a beneficiary.

Please contact:

Julie Meinecke, Director of Planned Giving Administration
Phone: 310-351-5431
Email: [email protected]

Nikki McKinley, Manager of Estates and Trusts Administration
Phone: 310-490-9311
Email: [email protected]

For qualified charitable distributions (QCD): Please click here for specific instructions.

For gifts of securities and transfer instructions: Please click here.

For cash wire instructions: Please click here.