Gift Planning at The University of Texas at Austin

Charitable Gift Annuity

When you are looking for ways to help The University of Texas at Austin become the best public research university in America, you shouldn't feel like you are choosing between your philanthropic goals and financial security. One gift that allows you to support the university's students and programs while receiving fixed payments for life is a charitable gift annuity.

Not only does this gift provide you with regular payments and ensure a brighter future for our students, but when you create a charitable gift annuity with the university you can receive a variety of tax benefits, including a federal income tax charitable deduction when you itemize.

Delay Your Payments

If you are younger than 55 or don't need your payments immediately, you can set up a deferred gift annuity. This allows you to delay receiving payments until a later date—such as when you reach retirement. To learn more, view and download the FREE guide Plan for Retirement With a Deferred Gift Annuity.

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Deferred Gift Annuity Request Form

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Payments for Life

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An Example of How It Works

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Ruth Lange, BSN ‘70, is financing her adventures in retirement partly through supporting UT. Lange and her late husband, Leroy, set up several Texas charitable gift annuities in the late 2000s. “We tried to be really smart investors all along the way,” she explains. “The gift annuity seemed like another smart investment.” By choosing to create them with UT, the Langes’ annuities to benefit the School of Nursing will make a big difference over time, eventually endowing scholarships to support students with the greatest financial need and making a UT education possible for later generations of Texas nurses.

“We need nurses and we wanted to help with that,” Lange says of their decision to support the school. “More and more people are going to need care, and we need nurses to take care of them.”

For now, the Langes’ gifts “serve me well,” Ruth says. She appreciates benefits like funds depositing directly to her bank and a steady income for the rest of her life — not to mention the high fixed rate of return on her investment.

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Next Steps

  1. Contact the Gift and Estate Planning Team at 512-475-9632 or giftplan@austin.utexas.edu for additional information on charitable gift annuities or to chat more about the personal benefits of creating an annuity with the University.
  2. Seek the advice of your financial or legal advisor.
  3. If you include the University in your plans, please use our legal name and federal tax ID.

Legal Name: Board of Regents of The University of Texas System for the benefit of The University of Texas at Austin
Address: P.O. Box 7458 Austin, TX 78713
Federal Tax ID Number: 30-0710145

The University of Texas at Austin

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800-687-4602
giftplan@austin.utexas.edu

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A charitable bequest is one or two sentences in your will or living trust that leave to The University of Texas at Austin a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

I hereby direct $__________ (or ____ percent of my residual estate) in cash, securities, or other property to the Board of Regents of The University of Texas System for the benefit of The University of Texas at Austin. This gift shall be for the further benefit of __________[college, school, unit]__________ and shall be used to __________[purpose] __________.

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to the University or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property, or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to the University as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to the University as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and the University where you agree to make a gift to the University and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.
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