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UT Austin Gift Planner – Archives

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Welcome to The University of Texas at Austin Gift Planner, an online resource for professional advisors in the estate and financial planning industries. 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.

Nov. 11, 2013

  • IRA charitable rollover still available until Dec. 31, 2013
  • Texas treatment of same-sex married couples after the end of DOMA
  • Estate and charitable planning strategies for women
  • Mark your calendars for the 2014 Austin Advisors Forum

Oct. 11, 2012

  • Mark your calendars for the 2013 Austin Advisors Forum
  • 2012 IRA gifts from donors 70½ years of age and older
  • Charitable gift annuities: the gift that keeps on giving

March 27, 2012

  • Register now for the Austin Advisors Forum
  • Visit our online Professional Advisor Resource Center
  • Strategic opportunities in charitable gift planning for 2012
  • Drafting gift agreements between donors and charitable donees

Oct. 11, 2011

  • October’s 1.4 percent federal midterm rate is the lowest ever, so charitable lead annuity trusts can be 100 percent charitable in fewer years
  • IRA rollover provision is in effect through 2011
  • Estate planning for unmarried couples

April 20, 2011

  • Register now for Professional Advisors Day
  • Are your clients deciding now about taking advantaged of increased gift tax exemption before the end of 2012? Using a charitable lead trust to leverage the exemption many times over

Nov. 17, 2010

  • Do you have clients who are still considering converting their traditional IRA to a Roth IRA in 2010?
  • Mark your calendars now for Professional Advisors Day

Sept. 8, 2010

  • Recent events
  • Upcoming events
  • New rates for charitable gift annuities
  • Charitable giving trends in 2010
  • Unintended consequences of IRC Section 2511(c) on charitable remainder trusts?
  • Christiansen and Petter approve use of charitable lids
  • In memoriam

May 6, 2010

  • Upcoming events
  • Recent events
  • Legislative update
  • Unique charitable giving opportunities for 2010
  • Donor advised funds

Dec. 10, 2009

  • Upcoming events
  • IRA rollover set to expire
  • Pediatric institute nears funding deadline
  • Creating an endowment at UT Austin
  • Gifts of closely held business interests
  • Gates gift boosts Computer Science complex

June 22, 2009

  • Recent events
  • New opportunities for charitable lead trusts
  • Campaign for Texas creating impact
  • New scholarship will be among nation’s most prestigious

Nov. 12, 2008

  • Coming events
  • Conservation easements: as good as cash
  • Everyday Excellence: Student develops software that can help environment

Aug. 20, 2008

  • Charitable remainder trusts offer planning flexibility
  • Meet a colleague: Bob Dawson on charitable lead trusts
  • Everyday Excellence: Doctoral candidate explores sign language in autistic children
  • New team member: Michelle Rosenblatt

March 25, 2008

  • 2008: A great year to help UT and keep income for life
  • Professional Advisor online services and resources
  • Everyday Excellence
  • Coming events

Nov. 26, 2007

  • End-of-year giving
  • Meet a colleague: Michele A. Mobley
  • Charitable IRA rollovers
  • Capital-gains tax changes

July 17, 2007

  • How UT Austin’s Gift Planning team can help professional advisors
  • Online resources for professional advisors
  • Meet a colleague: Sam K. Hildebrand
  • Gift Planning team’s expertise