To include a gift to UT Dallas in your will or living trust, or to designate us as a beneficiary of a qualified retirement plan or in some other way, simply provide your advisor or financial account administrator with the following information:
“I give and devise to the Board of Regents of The University of Texas System for the benefit of The University of Texas at Dallas, located in Richardson, TX, Tax ID # 75-1305566, a Texas not-for-profit corporation, [choose one: 1) The sum of $___________ (or state a percentage); 2) __________ shares of stock in ________________Company; or 3) My real property located at _________________ (street or other local address, along with city, county, and state)] of the rest, residue, and remainder of my estate, both real and personal, to be used for its [a] general support or [b] specifically named fund/program.”
Please use the following language if you prefer to include UT Dallas as a contingent beneficiary in your will or personal trust, if one or more of your primary bequests cannot be fulfilled.
“If (name_________________) is not living at the time of my demise, I give and devise to the Board of Regents of The University of Texas System for the benefit of The University of Texas at Dallas, located in …. ([continue as above).”
If you or your attorney would like UT Dallas to provide you with customized language that is specific to your goal and interest, please contact Anna LeBlanc, director of gift planning, at firstname.lastname@example.org or 972-883-6023.