Planned Giving Guide

Cash

Making a cash donation is as simple as writing a check or authorizing a charge on your credit card.

Securities

Stock that has increased in value is one of the most popular assets used for charitable giving, once it has been held for a minimum of a year. Making a gift of securities to us offers you the chance to help our organization while realizing many important benefits for yourself.

Retirement Plan Assets

If you're like most Americans, your financial future revolves around retirement plan assets. To maximize the value of a retirement account, consider making a lifetime gift of its after-tax values to a tax-exempt deferred giving plan.

Savings Bonds

Savings bonds—likely the nation's most widely held appreciated asset—represent major assets that may have stopped growing and are now inactive, just waiting to be put to use. A tax-wise use for your appreciated savings bonds is to support a cause you care about.

Real Estate

Using real estate, such as your house, farm or commercial property, to fund a gift allows you to preserve your cash assets and receive significant tax advantages.

Closely Held Stock

A donation of your closely held stock can be a convenient way for you to make a sizable charitable contribution while realizing valuable tax benefits.

Life Insurance

Donating your life insurance could be a wonderful way to fulfill your desire to support our work. By making UTB the beneficiary of an existing policy, you make good use of your resources and expand your ability to make a significant gift.

More Information

For more information about planned giving opportunities click here or contact our planned giving specialist at (956)882-4326, or e-mail at serena.putegnat@utb.edu.