Ways to Give
 There are many ways to make a gift to UTSA and depending on what you
would like to achieve, you may find one method more attractive than
another. Whether you choose to make an outright gift or a planned gift,
each method has particular tax advantages. Some types of gifts can
give you an immediate tax benefit while others can help you reduce
your taxable estate or can provide an annual income.
Outright Gifts include such things as cash,
securities, personal property and real estate and can be claimed as
charitable tax deductions for the year in which they were made.
Planned Gifts are specially arranged
gifts to the University made through such vehicles as wills and trusts
and have specific tax advantages for you and/or your heirs. Alumni and
friends who include UTSA in their estate plans become members of the
Sombrilla Society. Please contact
Brian Wallace, Development Officer for
Individual and Planned Giving, for information about making a planned
gift to the University.
The information below is presented solely as a general guide to
charitable contributions and is not intended as legal advice. Please
consult your tax or legal advisor for specific details.
 Outright Gifts
CASH – Gifts made by cash, check and credit card are
quick and convenient ways to make a gift to UTSA. These gifts give
immediate and direct financial assistance to the University and provide
vital support to the area you choose. Gifts of cash, up to 50% of your
adjusted gross income for the year, can be itemized to claim as an
income tax deduction.
Make a gift today.
SECURITIES – Gifts of securities, including stocks, bonds
and mutual funds, offer additional tax advantages over gifts of cash
and can be either publicly traded or privately held. Long-term (held
for more than 12 months) appreciated securities can be claimed for
a tax deduction at their current full fair market value and are not
subject to a tax on the capital gains. Short-term securities are treated
as ordinary income and can be deducted for the original cost of the
stock only.
PERSONAL PROPERTY –
Many alumni and friends seek to make a more personal contribution to
the University by donating their possessions to UTSA. Gifts of personal
property can make excellent gifts and take almost any form, such as
antiques, book collections, artwork, computers, equipment and other
items. They are tax deductible at the fair market value of the
item. To determine the University’s interest and potential use
of an item, please contact a Development Office staff member at 210/458-5162.
REAL ESTATE – Gifts of land or other types of real estate
can be especially valuable to the University, either from the proceeds
of the property’s sale or as a resource for future growth and
expansion. Like other gifts, a gift of real estate can also provide
significant advantages, such as tax benefits or a retained interest
in the property.
MATCHING GIFTS– Matching gifts programs are offered by
many companies to a support the philanthropic goals of their employees
and are a great way to increase the impact of your gift to UTSA. Matching
gift programs can double, or even triple, your gift to the University
and can be made by simply filling out a form available from your personnel
office. In addition, many companies will also match gifts made by retirees
or spouses of current employees. Contact your personnel office to see
if your employer has a matching gift program you can utilize today!
Planned Gifts
Planned Gifts, or deferred gifts, are special gifts that offer you
the potential to make a substantial contribution from your estate to
the University while allowing you to retain access to funds or other
assets during your lifetime. Planned gifts assure vital support for
UTSA in the coming years but you can enjoy the benefits of these gifts
now, for example tax savings or increased income.
Valuable information about estate
planning is available at Planned Giving.
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