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Planned giving is much more than just a will. Planned giving encompasses a variety of charitable giving methods that allow you to express your personal values by integrating your charitable, family and financial goals. With careful planning, you may be able to:
The University of Dallas Legacy Society recognizes those who have made a planned gift to UD and who wish to inspire others to consider making such gifts as well. 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 through any of the following means:
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.
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. Federal EIN (Tax ID) 75-0926755
Your retirement-plan benefits could make an excellent choice for funding a charitable gift. Explore the benefits of a IRA Charitable Rollover.
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:
