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Creating a Healthier Future.Together.

Let us help you tailor your charitable gift to your financial, tax or estate planning objectives.

Planned Giving

Planned Giving

Gifts Through a Will or Trust

You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.

Gifts of Stock

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to UTMB.

IRA Charitable Rollover

An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.

Charitable Gift Annuity

A charitable gift annuity allows you to make a gift to our organization and receive a fixed income stream throughout your lifetime. You transfer your cash or property to UTMB and we promise to make fixed payments to you for life at a rate based on your age.

Beneficiary Designations

A beneficiary designation gift is a simple and affordable way to make a gift to support our cause. You can designate our organization as a beneficiary of a retirement, investment or bank account, or your life insurance policy.
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Let Us Help You With Your Gift Plans