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Leaving a legacy with gift planning

Leave a legacy at The University of Texas at San Antonio

Including The University of Texas at San Antonio in your personal legacy contributes to our financial strength and ability to effectively carry out our mission. If you have already made a provision to include UT San Antonio in your estate plans, please consider notifying us by completing and returning this document. It is important to us to ensure that we have accurately recorded your intentions for the use of your gift and to recognize your generous support.

I/we have provided for the future of UT San Antonio through a provision in my/our estate plans in the following way:

UT San Antonio is in my/our will or living trust

Retirement plan beneficiary designation

Charitable gift annuity

Charitable remainder trust

Charitable lead trust

Gift of real estate or personal property

Life insurance beneficiary

While not required, you may wish to include a copy of the relevant portion of related documents with this form.

I/we would be pleased to be part of the Sombrilla Society.

Recognition name(s) for Sombrilla Society Listing: _______________________________________________________

I/we prefer to be anonymous.

I/we are not able to consider this type of support at this time but may in the future.

I/we would appreciate more information about: ____________________________________________________________

Name/s (please print): ________________________________________________________________

Address: __________________________________________________________________________

Phone: ______________________________

Email: ______________________________

Contact information—representative of my estate:

Name: ______________________________

Phone: ______________________________

Role: _______________________________

Email: ______________________________

The University of Texas at San Antonio (EIN #: 74-1717115)
One UTSA Circle
San Antonio, TX 78249
210-458-7307

The information you provide will remain completely confidential unless you authorize The University of Texas at San Antonio to publicize your gift. UT San Antonio understands that all bequest provisions are revocable and any intentions stated here are not binding on you or your estate.

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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.