How to Give

A simple way to make a big gift

Gifts of Life Insurance

How You Benefit from a Gift of Life Insurance

  • Make a gift using an asset that you and your family may no longer need.
  • Receive an income tax deduction equal to the cash surrender value of the policy.
  • You may be able to use the cash value of your policy to fund a gift that delivers income, such as a charitable gift annuity.

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.

Contact us to learn more about how you can donate a paid-up policy you no longer need or purchase a new policy naming the university as the owner and beneficiary.

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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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