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Including UTSA in your estate plan

Gift Planning Guide

When you include UTSA in your estate plans, your generosity provides exceptional educational opportunities to our students, to the benefit of their families and society.

Gifts from wills and Trusts

All estate gifts to UTSA are administered through The University of Texas System through the Board of Regents (UT System BOR). To name The University of Texas at San Antonio in your will or trust, please use the following suggested language, which you should share with your attorney:

I give, devise, and bequeath to the Board of Regents of The University of Texas System, 210 West 7th Street, Austin, TX 78701-2982, for the benefit of The University of Texas at San Antonio, a nonprofit institution located in Bexar County, Texas, _________ (the dollar sum, percentage of estate, property, securities, etc.) for use in (state the purpose for which you wish your bequest to be used, or indicate “general purposes”).

In making a gift in your will, it is recommended that you share your plans with the University to ensure your gift intentions are followed exactly as you wish.


Gifts by Beneficiary Designation (Retirement Funds, Life Insurance, Etc.)

It is simple to name UTSA as the beneficiary of a retirement plan, life insurance policy, donor advised fund, or other asset. Contact your advisor for a change-of-beneficiary form. Decide what percentage (1 to 100) you would like UTSA to receive and name the University, along with the percentage you choose, on the beneficiary form that you return to your plan administrator, insurance company, bank or financial institution.

To name UTSA as a beneficiary please use the following language:

“UT System Board of Regents for the benefit of UTSA.” If space is limited you can also say “UT System BOR fbo UTSA.”

The University of Texas System’s federal tax ID number is 30-0710145.


Gifts of Stock and Securities

One of the biggest tax advantages in charitable giving continues to be the double benefit donors get when donating appreciated assets to UTSA instead of cash. By giving appreciated assets (like stocks held for more than one year), you’ll get a charitable tax deduction for the full value of the asset and avoid any capital gains tax that would have applied if you had sold the stock and made your gift in cash.

Contact us for more information or directly reach the UT System Development and Gift Planning Services to initiate your gift:

Contact us

  • Kimberly S. West, CFRE

    Assistant Vice President for Development

    kimberly.west@utsa.edu

    210-458-7307

  • Laura Salfen

    Assistant Director of Gift Planning

    laura.salfen@utsa.edu

    210-458-4957

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© Planned Giving Marketing. This document is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.

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