Planned Giving

Opportunities to Give

Committed to the pursuit of wisdom, truth and virtue, the University of Dallas is steeped in Catholic intellectual tradition and the strength of its nationally recognized programs in the liberal arts, business and ministry. More than 1,300 undergraduate and 1,100 graduate students come together at UD in an enriching, engaged community dedicated to creating the world’s leaders and independent thinkers. Your generous gift to UD will support key priorities and initiatives that will make a significant impact now – or for generations to come.

Planned Giving: Create a Legacy of Learning

Your planned gift to UD allows you to make a significant contribution that will not impact your current financial situation. You may designate UD as the recipient of assets in the future, or you may make an immediate gift of an asset that you do not require as part of your current resource portfolio. A strategically planned estate or deferred gift can offer tremendous mutual value – potential tax and other financial benefits for your estate and heirs, as well as impact in perpetuity for UD. As you develop your charitable vision, it is important to consider how your giving strategy might affect your overall financial picture; therefore, please consult your attorney and other professional financial advisers. Here are some options to consider:

  Bequests/Wills

The charitable bequest is the simplest planned gift. It offers a straightforward opportunity to make a substantial contribution to further the University’s work and mission without drawing on your current resources. This involves adding a clause to your will or trust that states that you give a percentage, specific amount, named asset or the remainder of your estate to the University of Dallas. We would be pleased to assist you with wording upon request.

Trusts/Annuities

In some cases, these options provide a means of making a significant gift while retaining a life income. Along with federal tax benefits, there are corresponding restrictions. Examples include:

  • charitable gift annuity
  • charitable lead trust
  • charitable remainder trust
  • pooled income fund
  • life estate contract

Beneficiary Designations

You may name the University of Dallas as a beneficiary of a retirement plan, IRA, 401(k), or life insurance policy, as well as a certificate of deposit or a savings account.

When you have completed your estate plan and have arranged for your gift to UD, simply inform us in writing that the University has been included in your estate plans. Documentation of your planned gift is critical and much appreciated. Examples include:

  • a copy of the pertinent provisions of your will or trust
  • a copy of the life insurance policy that names UD as a beneficiary
  • a letter from your attorney stating that you have, indeed, included UD in your estate gift planning

Our planned giving donors are invited to become members of the Due Santi Society, our special recognition group for those making the ultimate commitment to the university. Of course, you have the option to remain anonymous, as well.

News

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