Text Resize

IRA ROLLOVER

IRA Rollover
Cash
UTHSCSA
Life Estate Reserve

The IRA charitable rollover expired on December 31, 2013. The rollover has historically been part of the "extenders package" that Congress renews for one or two years at a time. Congressional leaders indicated that an extenders package would not be passed prior to 2014. As a result, the IRA charitable rollover has not been reauthorized for 2014 and beyond.

If Congress extends the IRA charitable rollover, this page will be updated with the latest information.

scriptsknown

Beneficiary Designations Language

All beneficiary designations should be made to "the Board of Regents of The University of Texas System for the use and benefit of The University of Texas Health Science Center at San Antonio. This gift shall be used for the further benefit of [College, School, Department] and shall be used to _________________."

View and download:
   Sample Bequest language
   Sample Beneficiary language
   Estate Intention Letter

Charitable Gift Annuity
Single Rates from the American Council of Gift Annuities

Age Rate
60 4.40%
65 4.70%
68 4.90%
70 5.10%
72 5.40%
74 5.70%
76 6%
78 6.40%
80 6.80%
82 7.20%
84 7.60%
86 8%
88 8.40%
90 9%

CGA's are also available for two lives and can be deferred

UT Health Science Center San Antonio

Office of Institutional Advancement, MC – 7835
7703 Floyd Curl Drive
San Antonio, Texas 78229-3900
Phone: 210-567-5001 | Fax: 210-567-3156
giftplanning@uthscsa.edu

Copyright 2011-2013 UT Health Science Center San Antonio
© 2014 Crescendo Interactive, Inc. PRIVACY STATEMENT


Links from web sites affiliated with The University of Texas Health Science Center at San Antonio’s web site (www.uthscsa.edu) to other web sites
do not constitute or imply university endorsement of those sites, their content, or products and services associated with those sites.