The Peter J. and Carolee W. Shields Society recognizes the thoughtful generosity of those who have made planned gifts—regardless of their size—to UC Davis. Planned gifts include will provisions, life income gifts such as trusts, annuities or pooled income funds, retirement plan balances and life insurance policies.
Membership benefits include:
• Invitation to our annual fall luncheon
• Your name listed in perpetuity on the official Shields Society registry, if you so desire
• A unique Shields Society pin and certificate
For more information about the Shields Society, contact:
UC Davis Planned Giving Office
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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.