Download IRA Rollover Guide

Leaving a Legacy - UT Health San Antonio

The IRA Charitable Rollover provides you with an excellent opportunity to make a gift during your lifetime from an asset that would otherwise face multiple levels of taxation if left in your estate.

With just a simple message to your IRA provider, you can support UT Health San Antonio by rolling over all or some of your IRA distribution.

Fill out the form to get our IRA Rollover Guide & Sample Language.

Download IRA Rollover Guide (opens in a new window)

If you have made or are considering a planned gift, let us know so we can welcome you to the Laureate Society, ensure your gift is directed as you’d like, and of course so we can thank you!

Let’s get in touch

  • For Professional Advisors

    If you are working with a professional advisor, or advising a donor, here’s a practical guide for including in a charitable estate plan.

  • Download Advisor Guide

Can We Help?

Our Office of Gift Planning is available to assist you in refining your goals and objectives. We can work with you and your advisors to help you explore practical ways to meet your planning and philanthropic goals. Discussing your charitable intentions with the Office of Gift Planning will help ensure your gift makes the impact your desire.

In addition to the personal satisfaction of your gift benefitting the lives of others, charitable gifts may structured to provide tax benefits, supplement retirement income, or provide financial support for a loved one.

Attention: Gift Planning

Attention: Gift Planning