For Professional Advisors

Gift Planning is always available to explore gift planning options and share gift illustrations with professional advisors and their clients. For assistance or more information, call Gift Planning toll-free at 800-687-4602 or email us at giftplan@www.utexas.edu. Meet the Gift and Estate Planning staff.

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Explore Ways to Give

There are numerous ways to make a gift to The University of Texas at Austin. Individuals may make a gift of cash or any number of other assets as diverse as:

  • Securities, including closely held stock and mutual funds.
  • Real estate, including personal residences, vacation homes, farms and ranches, condominiums, and commercial properties.
  • Personal property, including but not limited to various types of collections, works of art, professional papers, rare books, and manuscripts.
  • Other gift assets such as life insurance policies, business interests, royalties, patents, mineral rights, and retirement plans.

These types of assets may be used to make outright gifts, as bequests, or in some cases, to fund a gift annuity or trust. For more information, contact us toll-free at 800-687-4602 or email us at giftplan@www.utexas.edu.

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Legal Name and Tax ID Number

Most legal documents and distributions should use the full legal corporate title: Board of Regents of The University of Texas System for the benefit of The University of Texas at Austin. The tax ID number for the Board of Regents is 74-6000203. This is important because nearly all deferred gifts to The University of Texas at Austin are accepted, processed, and administered through the UT System's Office of Development and Gift Planning Services.

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Professional Advisors Reference Library

Charitable gifts, like financial plans, should be tailored to individual circumstances and can often improve your client's position. These articles cover a range of topics to help you advise your clients on charitable estate-planning issues.

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The Gift Planner

The UT Austin Gift Planner is an online resource for professional advisors in estate and financial planning. The Gift Planner provides practical information on gift planning issues, reports new developments in charitable giving techniques, connects you with leading professionals, and informs you about key events and resources at UT Austin.

Current issue

Archive

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Sample Language for an Estate Gift

Share sample language with your clients in preparing a bequest or trust designation. We welcome the opportunity to work with you to develop language tailored to meet your client's needs and interests. Please contact us for additional information.

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Calculate a Charitable Gift

Use our web-based calculator to figure approximate charitable deductions or potential income for a broad range of planned gifts, or contact us to prepare a confidential no-obligation calculation and gift illustration for you and your clients.

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Endowments

Endowment assets held by the Board of Regents of The University of Texas System for the benefit of UT Austin are invested and managed by The University of Texas Investment Management Company with the goal of adding value over time while using the endowment payout to support areas such as financial aid, merit awards for students, support for faculty, research, and programs. To ensure that payout from the endowment will always be sufficient to support the endowment purpose, minimum support levels for various types of endowments have been established. For a planned gift, the fair market value of the gift at the time it is realized must meet the minimum endowed levels then in effect.

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Gifts of Securities

Gifts of stocks, bonds and mutual funds that have appreciated in value provide excellent tax savings for donors. The Board of Regents of the UT System has given the UT System Office of Development and Gift Planning Services (DGPS) sole responsibility for processing all securities gifts. Please contact DGPS at 512-499-4300 to obtain transfer instructions for a current outright gift of securities. For more information about making a deferred gift, call Gift Planning toll-free at 800-687-4602 or email us at giftplan@www.utexas.edu.

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Gift Planning Advisory Council

The University of Texas at Austin Gift Planning Advisory Council (GPAC) is composed of 25 volunteer members committed to the growth and development of the University's gift planning program. The Council's statewide membership is drawn from leading experts in the professions of law, accounting, estate planning, wealth management, trust management, and insurance. For more information about UT Austin's GPAC, please contact Pamela Gooby, Development Specialist, at 512-475-9671.

Notification of a realized or matured gift for UT Austin should be directed to the UT System Office of Development and Gift Planning Services, 210 West 6th Street, Suite 1.200, Austin, Texas 78701.

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