Estate and Gift Planning

Make a difference through smarter ways to give

Learn how your gift can make a lasting impact while continuing to meet your current financial needs.

Reach your philanthropic and financial goals with gift planning

A legacy gift enables you to support The University of Texas at San Antonio, secures the financial needs of your loved ones, and provides you with tax benefits. By including UTSA in your will or trust, naming UTSA as a beneficiary of all or part of a life insurance policy, or taking advantage of other giving opportunities, you can preserve your assets now and support for years to come. Your gift will have a real, lasting impact.

Let us help you make the gift that's right for you

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Join Sombrilla Society

When you include a gift to UTSA in your will and/or estate plans, you’ll be welcomed into the Sombrilla Society and join other supporters and friends of our important mission.

Is UTSA already in your plans? Please let us know so we can properly thank you and make sure your gift will be used as you’ve intended.

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Sombrilla Society

How to Give

Not only do you have options for how your gift to UTSA will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when.

UTSA is proud to offer you free access to Giving Docs, a tool used by many to make creating your charitable gift plan easier.

Gifts from Your Will or Trust

Through a provision in your will, you can make a gift of cash, securities, real estate or other property. A bequest is flexible and can be written to best fits your needs and intentions.

Learn More and Download Bequest Language

Charitable Gift Annuities

Make a gift to UTSA of assets (such as stock, savings or bonds) that provides income to you. Your Charitable Gift Annuity will give you quarterly, fixed payments for life and tax benefits, too.

Learn More and Download CGA Information

Donor Advised Funds

Set up a Donor Advised Fund (DAF), a sort of charitable savings account that is a tax-smart way to give. You can designate UTSA to receive a grant at any time or name UTSA as a beneficiary.

Learn More about DAFs

Retirement and IRA Gifts

If you’re 70½ or older, you can give directly from your IRA to UTSA. When you donate retirement funds you avoid the income tax on the donated portion of your required minimum distribution.

Learn More and Download IRA Rollover Information

Gifts of Stock

Donate appreciated stocks, bonds, or mutual funds, instead of cash, to receive charitable deductions at market value and reduce capital gains. You can give now or by beneficiary designation.

Learn More and Download Stock Transfer Information

Gifts of Life Insurance

Name UTSA as a beneficiary of an existing life insurance policy; donate a paid-up policy you no longer need; or purchase a new policy naming the university as the owner and beneficiary.

Learn More about Life Insurance

Gifts of Real Estate and Other Valuables

Like stock, the fair market value of gifts such as real estate, artwork, and other curated collections can be deducted from your income tax today and reduce your estate taxes in the future.

Learn More Real Estate Gift Information

Charitable Trusts

For the savvy donor, charitable trusts can provide tax-advantaged income, eliminate capital gains, or preserve assets for your heirs. Your advisor can set up the right trust to meet your needs.

Learn More about Charitable Remainder Trusts

Meet Our Donors

Donors just like you have made an impact through a gift in their will or one of the other many ways to give.

Let's get in touch


  • UTSA Advancement and Alumni Engagement

    One UTSA Circle

    San Antonio, TX 78249

  • For Professional Advisors

    Are you working with a professional advisor or advising a donor? Here's a practical guide for including a gift to UTSA in a charitable estate plan.

  • Download Advisor Guide
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Who We Are

We are committed to helping friends and supporters of The University of Texas at San Antonio engage with the university in ways that will create a bold future for our students, faculty, and staff. Whatever your interest at UTSA, we can help you make a lasting impact on Roadrunner Nation.