give to the university because education is so important to everyone,” Ortiz
said. “It enriches someone personally; it enriches them professionally, and
more than anything, it enriches them so they can make their community a better
place for all.”
is a member of the Legacy Society at The University of Texas
Dr. García with Diane and Rick Teter of Laguna Vista.
in 2012, the Legacy Society is an honorary
designation given to friends of UTB who have pledged planned gifts to the
Nine donors met for a luncheon hosted by Dr. Juliet V.
UTB President, on Monday, July 22.
who attended the luncheon included Bettie Lane Bragg, Rudy de la Garza, Lita Ortiz, Rick and Gloria Ridolfi, Rick and Diane Teter, and
Dr. Sue Zanne and Richard Urbis.
are a special group to the university,” García said. “We are grateful that you
are planning ahead and thinking long-term about ways that you can help our
students. Our students are the future of our community, our region and our
all had a lovely time with Dr. García, and it was thrilling to learn more about
the evolution of UTB that is taking place,” said Bettie Lane Barnhill Bragg,
who bequeathed her Port Isabel home and furnishings in 2006 as a “life estate”
to UTB. The Oscar Roe Bragg Jr. and Bettie Lane Barnhill Bragg Scholarships
will go to liberal arts students from the Port Isabel area.
Dr. García is joined by Gloria and Rick Ridolfi of Laguna Vista.
giving is common at most universities, according to Serena
University Relations Officer.
said planned giving includes a number of methods that can have significant tax
benefits. Along with simple bequests, life estates, charitable gift annuities
and charitable remainder trusts can be useful vehicles for making significant
donations to the university.
also may choose to make the university the beneficiary of life insurance
major benefit of planned giving is that the university has an opportunity to
acknowledge the donors and thank them during their lifetime,” she said.
said her gift gives her peace of mind. She said it makes her feel good to know
that her property will go to appreciative new owners – while also providing
scholarships for deserving students.
just saving my estate time and money,” Bragg said. “It’s all taken care of. I
know where everything is going, and it makes me feel good. I’d much rather give
it for scholarships than give it to the executor.”
more information on planned giving, contact Serena Putegnat at 956-882-4326 or email@example.com.