Giving To UIW

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Planned Giving

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A Gift in Your Will: Getting Started

Learn More
We hope you'll consider including a gift to University of the Incarnate Word in your will or living trust. Called a charitable bequest, this type of gift offers these main benefits:

  • Simplicity. Just a few sentences in your will or trust are all that is needed. Share the sample bequest language for University of the Incarnate Word with your estate planning attorney:

    I give, devise, and bequeath to the University of the Incarnate Word, a non-profit educational corporation, located at 4301 Broadway, San Antonio, Texas, the sum of $____ (or, ____ percent of my estate, or, ____ percent of the residue of my estate) to be used for such purposes as the Board of Trustees determines at the time this bequest becomes effective.

  • Flexibility. Because you are not actually making a gift until after your lifetime, you can change your mind at any time.
  • Versatility. You can structure the bequest to leave a specific item or amount of money, make the gift contingent on certain events, or leave a percentage of your estate to us.
  • Tax Relief. If your estate is subject to estate tax, your gift is entitled to an estate tax charitable deduction for the gift's full value.

Question MarkWe understand.
Your circumstances may change and you can change your gift at any time.

How It Works
To make a charitable bequest, you need a current will or revocable living trust.

Your gift can be made as a percentage of your estate. Or you can make a specific bequest by giving a certain amount of cash, securities or property. After your lifetime, University of the Incarnate Word receives your gift.


Charitable Bequest
1
Create a will or trust leaving part of your estate to family and part to University of the Incarnate Word.
Your Will or Trust
2
Family
Your Family
3
Your death
University of the Incarnate Word
Putting Your Family First
When planning a future gift, it's sometimes difficult to determine what size donation will make sense. Emergencies happen, and you need to make sure your family is financially taken care of first. Including a bequest of a percentage of your estate ensures that your gift will remain proportionate no matter how your estate's value fluctuates over the years.

eBrochures
Download a free guide about making your first will.

We Can Help
Contact Alex Castañeda at 210-829-6071 or Macasta1@uiwtx.edu with any questions about naming University of the Incarnate Word in your will or living trust. We're happy to help, without obligation.







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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.