Planned Giving

We are pleased that you have an interest in learning about the many benefits of making a planned gift. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of our Planned Giving Team will be very pleased to help you.
Bequests can yield a higher tax savings, or allow individuals to make a much larger gift than they could during a lifetime.
Learn more about giving to UTEP while receiving fixed payments and a partial tax deduction.
Trusts are an excellent way to provide for the support and care of children while protecting them. There are several people and terms you should be familiar with.
Congress recently enacted a permanent extension of the IRA charitable rollover. As a result, you can make an IRA rollover in 2015 and beyond.