Facts for Advisers

Sample Language for Bequests

The Office of Development and Alumni Relations is always available to explore gift planning options and share gift illustrations with professional advisors and their clients. If you are not already working with one of the directors of development or a gift officer, please call the main number of the Office of Development and Alumni Relations at (972) 883-2295.

Beneficiary Designations
Legal documents and beneficiary designations 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 Dallas.

Gifts of Stock and Mutual Funds
Gifts of stock and mutual funds are coordinated by the UT System Office of Development and Gift Planning Services. Proceeds from the sale of these assets are directed to any UT Dallas school or program you wish. Please contact Charlotte Hambrick at (512) 499-4300 for more information.

Bequests
Sample language for bequests

Trusts
Sample language for trusts