Planned Giving stock photo picnikEstate planning isn’t just for the wealthy – or the elderly.

It’s for individuals in various stages of life who want to plan ahead for themselves and for the people and things they leave behind. The array of gift giving options and the ways you can incorporate them into your estate plan are as varied as the circumstances they serve.

For information on some of your options, please visit How to Give. We also welcome an opportunity to visit with you about other creative ways you can design your estate plan to make the most of the assets you have worked so hard to accumulate over your lifetime.

The Planned Giving staff is always available to provide you with further information and suggestions on gifts that fit with your lifestyle and philanthropic goals…and with all the information you and your attorney need. To learn more, please contact Cecilia Johnson, Director of Planned Giving, at (956) 665-2352 or This email address is being protected from spambots. You need JavaScript enabled to view it..

 


 

Heritage Society    

The Heritage Society is an honorary association of generous, forward-thinking friends and alumni whose planned gifts have already been received or will someday accrue to The University of Texas-Pan American or the UTPA Foundation. If you are interested in learning more about becoming a member of the Heritage Society, click here or contact Cecilia Johnson, Director of Planned Giving, at (956) 665-2352 or This email address is being protected from spambots. You need JavaScript enabled to view it..

 


 

Gift Planning Resources    

Estate Gift Intention Letter

Sample Language for Bequests

Transfer Instructions for Stock Donations

 


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