Business Building

Types of Gifts:

Gift Type Definition Advantages for Donor
OUTRIGHT GIFTS Outright gifts may be in the form of cash, securities, real estate, or personal property Gifts of cash and of appreciated property will provide you with an income tax deduction for the full, fair market value of the gift.
CASH Give by check or other means of giving cash. By deducting gifts up to 50% of your adjusted gross income in any one year. Carry over any excess into as many as five tax years.
SECURITIES Transfer Securities
Securities may be transferred to U.T. Arlington for the appropriate transfer instructions contact UT System Office of Development & Gift Planning Services (DGPS).

Securities in Physical Certificate Form
Endorse the back of the certificate and indicate the assignee as “Board of Regents of UT System” and give them to UT Arlington’s Office of Development, who will mail the certificates to UT System by express mail.
By deducting the full current value of the stock and bypassing any capital gains tax, which might be due on a sale.

By deducting such gifts up to 30% of your adjusted gross income in any one year.

By carrying over any excess into as many as five tax years. Securities must be long-term (held longer than a year) to qualify for favorable tax treatment.
PERSONAL PROPERTY Deed or deliver property to the recipient. By deducting the current value of your cost in the asset, depending upon how the asset will be used. Inquire about details.
Note: A qualified appraisal is required if you are claiming a charitable deduction of $5,000 or more.
MATCHING GIFTS Many companies will match gifts that their employees make to charitable organizations. A list of matching companies is available from the Office of Development, or you may wish to inquire at your company to see whether it matches your charitable contributions. By doubling or even tripling the impact of your gift—at no extra cost to you.
Note: A qualified appraisal is required if you are claiming a charitable deduction of $5,000 or more.
MULTI-YEAR PLEDGE Pledge gift payments may be paid over a designed period of time. Typically, three to five years but not exceeding seven years. By making pledge payments extended over several years, donors can consider a larger commitment.
DEFERRED GIFTS You may include UT Arlington in your will for a specific amount, a percentage of your estate, or a remainder gift after bequests to individuals have been paid. Estate tax deduction for full value of your bequest to UT Arlington. Deferred giving is a vehicle, which provides donors with a variety of instruments to support an organization in the future.
LIFE INSURANCE Assign a charitable beneficiary (or owner and beneficiary) of an existing or new policy. By taking a deduction if you name a charitable owner and beneficiary. Inquire for details.