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Planned Giving

Invest in Our Future

Endowed Gifts

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In all of philanthropy, endowed gifts make the most powerful and lasting impact and can forever connect your name to the UNT Health Science Center. Held in perpetuity, these funds are invested to generate ongoing support for institutes and centers, faculty excellence, student scholarships, special programs, and facility enhancements and maintenance.

Endowment donations are invested. A portion of the annual income from the investment supports that area that you have designated, and the remaining funds are reinvested to ensure indefinite support.

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Learn How to Fund It

You can create an endowed gift using the following assets:

  1. Seek the advice of your financial or legal advisor.
  2. Contact Carol Noel, CFRE at 817-735-2254 or carol.noel@unthsc.edu to discuss endowed gifts.
  3. If you include the UNTHSC Foundation in your plans, please use our legal name and federal tax ID.

Legal Name: UNTHSC Foundation
Address: 3500 Camp Bowie Blvd., EAD 802, Fort Worth, TX 76107
Federal Tax ID Number: 47-1744274

Ready to start paying it forward? View and download your FREE copy of Endowments: A Gift That Lasts Forever.

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Ensure Your Future Is Secure.

Download our FREE Personal Estate Planning Kit

A charitable bequest is one or two sentences in your will or living trust that leave to UNT Health Science Center Foundation a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

I give and devise to the UNT Health Science Center Foundation the sum of $__________ dollars (or state percentage of estate) to be held, administered, and used by the Board of Trustees of the Foundation for support of the University of North Texas Health Science Center in the area of greatest opportunity (or designated to your college or degree, academic, athletic or cultural program of your choice). I instruct that all of my charitable gifts shall be made, to the extent possible, from property that constitutes "income in respect of a decedent" as that term is defined in the Internal Revenue Code.

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to the UNTHSC Foundation or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to the UNTHSC Foundation as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to the UNTHSC Foundation as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and the UNTHSC Foundation where you agree to make a gift to the UNTHSC Foundation and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

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