Skip to content. Skip to main navigation.

Donor Stories
Text Resize

MAKe A GIFT IN YOUR WILL (OR TRUST) - SUGGESTED WORDING

As you plan to make a gift in your Will (or Trust) to the University of Texas at Arlington (UTA), please provide the following suggested wording to your legal and/or financial advisors. This phrasing is in compliance with the University of Texas System (UT System) policies.

gift in your Will (or Trust) is accomplished through a worded bequest, a statement of promise to gift property (residential, farmland, commercial, etc.) or money to another person or organization at a future time. Several bequest types are noted below.
 
  1. SPECIFIED (restricted, or unrestricted – inserting Amount of Cash, Percentage of Assets, or Description of Property)
    I, (full name) of (city, state, zip code) give, devise and bequeath a gift of (insert amount of cash, percentage of assets or description of property) to the Board of Regents of The University of Texas System for the benefit of (restricted – insert college, school, program, department, project; or unrestricted – insert where needed most) at The University of Texas at Arlington.*
 
  1. RESIDUARY (restricted, or unrestricted – inserting from 100% to ‘any number’%)
    I, (full name) of (city, state, zip code) give, devise and bequeath a gift of (insert the word "all" for 100%, or another number for “partial” percentage) of the rest, residue and remainder of my estate of whatever kind or wherever situated to the Board of Regents of The University of Texas System for the benefit of (restricted – insert college, school, program, department, project; or unrestricted – insert where needed most) at The University of Texas at Arlington.*
 
  1. CONTINGENT (restricted, or unrestricted – inserting his, her, or their)
    In the event that the beneficiaries heretofore mentioned (or mentioned in paragraph(s) or section(s)_________) are not living or for some reason are unable or unwilling to accept my bequest, then I devise and bequeath (his, her, their) portion to the Board of Regents of The University of Texas System for the benefit of (restricted – insert college, school, program, department, project; or unrestricted – insert where needed most) at The University of Texas at Arlington.*
     
*LEGAL NAME for University of Texas at Arlington to use in Your Will or Trust
Most legal documents and distributions should use the full legal corporate title: Board of Regents of The University of Texas System for the benefit of The University of Texas at Arlington (add College, School, Department). The Tax ID number for the Board of Regents is 74-6000203. This is important because nearly all estate gifts to University of Texas at Arlington are accepted, processed and administered through the UT System's Office of Development and Gift Planning Services.


GIFTS of MARKETABLE SECURITIES (stocks) to UTA (Electronic Transfer of Funds)
The Board of Regents of the UT System has given the UT System Office of Development and Gift Planning Services (DGPS) sole responsibility for processing all securities gifts. Please contact DGPS at (512) 499-4300 for transfer instructions or contact the UT Arlington Office of Development, Kurt Bartley, at (817) 272-9387, kurt.bartley@uta.edu.
scriptsknown