Gift Planning is a way for donors to make major gifts, either during lifetime or at death, from their overall estate or financial plan. Planned gifts can make it possible for donors to give more and have more impact, than would otherwise be the case, and play a critical role in supporting the initiatives and mission of the University and provide an opportunity to continue their legacy.
Gift planning covers a wide range of gift options:
- Bequest intentions through wills
- Beneficiary designations via life insurance or IRAs
- Life income plans such as charitable remainder trusts and charitable gift annuities
- Retirement plan gifts via required minimum distributions
- Donor Advised Funds
- Gifts of real estate and mineral interests
As part of the process of evaluating potential charitable planned gifts, we rely on The University of Texas System Gift Acceptance Procedures (UT System Policy 138).