Resources for Professional Advisors
In your work as a professional advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to The University of Texas at Dallas. Please use these tools as you help your clients with their charitable plans, and feel free to contact us for more information or assistance.
Tools for Professional Advisors
Legal name: The Board of Regents of The University of Texas System for the benefit of The University of Texas at Dallas
Federal tax ID number: 75-1305566
Located in: 210 West Seventh St., Austin, TX 78701
Stock Transfer Instructions
All stock transfer transactions are handled through the UT System Office of Development and Gift Planning Services. Please review our Stock Transfer Instructions for a list of contacts and more information.
See the Benefits Today
Provide your clients with a free, no-obligation illustration of their gifts to UT Dallas with our Gift Illustrator tool. Instantly calculate deductions, tax savings and other benefits for multiple gift types.
Make a Gift to UT Dallas in Your Will
If your clients are interested in supporting UT Dallas with a gift in their wills, we have provided sample bequest language that they can bring to their estate planning attorneys.
Partner With Us
We understand that gifts to charities such as UT Dallas can be an important part of your clients' overall financial and estate plans. That's why we're committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors and our gift planning staff—all working together to arrange the best gift possible.