This is your road map to the extensive world of planned giving. Select any gift type to learn more about it and to help you determine the best way to make your plan for the future.
Assets can be given outright or used to fund a life-income gift. For an overview of how you can structure your gift, go to.
Gifts
of Cash
Did you know that this simplest gift
maximizes your charitable deduction and delivers
immediate benefits to the Health Science Center?
Appreciated
Securities
Did you know that the IRS still allows
you one of its most significant tax breaks for these
gifts? Here's the information you need about how to
transfer appreciated stocks and bonds to the UT Health
Science Center.
Gifts
of Real Estate
Did you know that you can make a
substantial gift to the UT Health Science Center through
a transfer of residential, commercial, or undeveloped
real estate? Here's how we can work together on your
gift.
Gifts
of Business Interests
Did you know that you can
give the UT Health Science Center an interest in a
closely-held or family business? Here's how we can work
together on your gift.
Gifts
of Artwork and Collectibles
Did you know that you
can enliven and beautify the UT Health Science Center's
facilities and also secure an income tax deduction?
Learn about tax regulations and appraisal requirements
for gifts of artwork here.
Bequests
Did
you know that this most fundamental planned gift
delivers critically important support to the UT Health
Science Center every year? You'll find descriptions of
the various types of charitable bequests, plus sample
bequest language, here.
Gifts
of Retirement Plans
Did you know that your
retirement plan can deliver more benefit to the UT
Health Science Center than to your heirs? Learn more
about this tax-advantaged estate gift here.
Gifts
of Life Insurance
Life insurance can build an
endowment gift from your current income.
The
Pooled Income Fund
Did you know that we offer a
life income gift that works like a charitable mutual
fund? You can give us cash or securities, receive an
income tax deduction and avoid capital gains tax on the
transfer, secure lifetime income, and deliver
significant support to us.
Charitable
Gift Annuities
Did you know that our simplest
life-income gift also delivers the highest annual
payments and significant tax benefits for you? In return
for your gift, the UT Health Science Center pays you an
annuity; you receive an income tax deduction, avoid
upfront capital gains tax on your gift transfer, and pay
no income tax on part of the payments you receive from
the UT Health Science Center.
Deferred
Gift Annuities
Did you know that there is a
life-income gift designed to build younger donors’
retirement earnings? Deferring the start of your annuity
until retirement or later gives you a large income tax
deduction now and an additional source of income when
you need it later.
Charitable
Remainder Unitrusts
Did you know that this
powerful life-income gift is our most creative planning
tool for donors? The unitrust pays you a fixed
percentage of principal and reinvests excess income. You
have flexibility in determining who will manage the
unitrust, the length of the income payout and the number
of income beneficiaries, and which assets will be placed
into the trust.
Charitable
Remainder Annuity Trusts
Did you know that you
can combine flexible management of your gift with a
predictable fixed-income payout? The annuity trust is
individually managed, and can pay fixed income for life
or a term of years to multiple beneficiaries.
Charitable
Lead Trusts
Did you know that one of our gifts
reduces the cost of transferring assets to your family –
while delivering immediate benefits to the UT Health
Science Center? The lead trust holds appreciating assets
for a term and pays income to the UT Health Science
Center, then passes the principal to your family. This
gift plan freezes the taxable value of appreciating
assets but passes on to your family the full market
value after the period of income to the UT Health
Science Center.
Retained
Life Estates
Did you know that you can give the
UT Health Science Center your house and continue to live
there rent-free? Learn the tax details here.
Charitable
Bargain Sales
Did you know that this
part-gift/part-sale transaction gives you a charitable
deduction plus cash to purchase other property? Details
on this creative gift plan are here.
Donor
Advised Fund
Did you know that we offer a gift
plan that combines and simplifies the administration of
all your charitable giving?
Here's how to set up
single gift fund that makes charitable grants to us and
to other charities, without the legal and tax
complexities of a private foundation or the expenses of
a commercial gift fund.