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So Long, 2022! Celebrate With Tax Savings

As you get ready to toast the new year, consider these smart ways to wrap up 2022 on a financial high note. Not only can you save on your taxes, but you can also make a huge impact at UT Dallas. C ontribute appreciated stock instead of cash. If you... Read More

Save Heartache With This 1 Step

Think about how many places you have money saved. They may include: Checking accounts Insurance policies Retirement plans Now ask yourself: When I set up these accounts, did I remember to add a beneficiary? If so, did I tell that person? Naming a... Read More

5 Steps to Protect Your Family and Your Assets

Make a Plan That Reflects What Matters to You

If you have put off writing your will or deciding who gets your belongings when you’re gone, you are not alone. Face it, estate planning can seem like a chore. But — as with paying the bills or cleaning the house — it feels great when... Read More

Charitable Gift Annuity

Gifts That Pay You Income

There's a way for you to support The University of Texas at Dallas and feel confident that you have dependable income in your retirement years. You can do this with a charitable gift annuity . This type of donation can provide you with regular... Read More

Personal Estate Planning Kit Request Form

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