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Welcome to The University of Texas Medical Branch Planned Giving
Thank you for your interest in UTMB. Our hope is to serve you and your family with helpful information on planning for your legacy. We have an increasing number of friends at UTMB who have made an investment of a lifetime through bequests, gift annuities and other plans. Thank you for visiting our website and learning the benefits of gift planning.



Benefits for Family and the University of Texas Medical Branch

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.


Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, his favorite charity shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>.


Property Turns Into Income
Miranda Jackson lived in the family home where she and her husband had raised their three children. After her husband passed away, Miranda found it increasingly difficult to care for her property. More on Property Turns Into Income >>.


Flexible Deferred Gift Annuity
Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially to $118,000. More on Flexible Deferred Gift Annuity >>.




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