Planned Giving

Leave a Transformational Legacy

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:

  • Support a cause that's important to you with a planned gift.
  • Put your assets to work with tax-efficient charitable strategies.
  • Take advantage of the many tax benefits of making a gift.

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 UD Legacy Society, our special recognition group for legacy givers. Of course, you have the option to remain anonymous, as well.

Planned Giving & Statement of Intent

Types of Planned Gifts

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.

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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.  Federal EIN (Tax ID) 75-0926755 

Retirement Plans

Your retirement-plan benefits could make an excellent choice for funding a charitable gift. Explore the benefits of a IRA Charitable Rollover.

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Trusts

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