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Welcome to The University of Texas Medical Branch Planned Giving
Thank you for your interest in UTMB. Our hope is to serve you and your family with helpful information on planning for your legacy. We have an increasing number of friends at UTMB who have made an investment of a lifetime through bequests, gift annuities and other plans. Thank you for visiting our website and learning the benefits of gift planning.
| Personal Planner | Integrity and Initiative
 Barbara and Allen were talking about their three children. They are empty nesters and the three children are off making their way in the world. More ... |
Benefits for Family and the University of Texas Medical Branch
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
 | Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>. |
 | Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>. |
 | Major IRA Gift
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>. |
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