BHP | Planned Giving

Gifts and Estate Planning

A planned gift is often one of the best ways to make a significant and positive impact on the long-term growth of the Business Honors Program. There are a number of different types of planned gifts that can be established to first take care of the needs of you and your family and later to benefit the Program. In many cases, these gifts provide a tax-friendly way to transfer financial assets to your loved ones.


GIFTS FROM YOUR ESTATE

houseWills or Living Trusts >
Life Insurance >
Real Estate >
Retirement Plan Assets >

Naming the Business Honors Program as the beneficiary of your will or making the bequest of a retirement plan has long been a way for University of Texas alumni to create a lasting legacy. These gifts can offer significant tax advantages from your estate.


GIFTS THAT PAY YOU INCOME

Couple

Trusts and annuities can provide you with a source of income for life while guaranteeing future benefits for the Business Honors Program.

Charitable  Gift Annuities >
Charitable Remainder Trusts >

GIFTS THAT PAY YOUR HEIRS

Boy and dad

Charitable lead trusts reduce the taxable income of your beneficiaries. In these trusts, a portion of the trust's income is donated to the University, and then after a set term the assets are transferred typically to your children or grandchildren.

Charitable Lead Trusts >


Page last updated: 1/9/2013