Ways of Giving to the Tartan Endowment Fund

Click here for instructions if you plan on making a stock donation

Make a One Time Gift

A gift of any amount is appreciated and will make a difference.

Make a Pledge

Pledges may be paid over a period of up to 5 years.

Gifts of Securities

Donate stocks, bonds or other securities.  Capital gains benefits for donors and same as cash benefit for Tartan Fund.  To make a gift of stock, please contact the following financial managers with your request:

 

UBS Financial Services Inc.

Stock Broker, Howell Harralson (214)220-0400 / (888)430-5579

UBS DTC: 0221 

Account: TX 26887

 

Alex Brown, a Division of Raymond James
Client Advisor, Greg Galbraith (972)560-3114

Alex Brown DTC: 1072  

Account: 732FX473

Matching Gifts

In many cases, employers will match your charitable contributions which will double your gift amount! Please contact your employer for information on matching charitable donations.  Please note that our Tax ID# 75-1999200 may be used on your matching gift form.

Gifts of Real Estate

As with securities, gifts of real property and of mineral interests may offer unique tax benefits to the donor. Please contact your tax advisor for information.

Gifts of Mineral Interests

As with securities, gifts of real property and of mineral interests may offer unique tax benefits to the donor.  Please contact your tax advisor.

Gifts by Bequest

The most popular type of estate gift is a bequest in a will. A bequest can be made through a new will or the addition of a codicil to an existing will. Bequests can include cash, securities, real property, or personal property.

Life-Income Gifts

Donors can provide a lifetime income for themselves plus unique tax benefits while creating a valuable gift to the Tartan Fund. Charitable trusts and charitable gift annuities are also excellent ways of providing an ongoing lifetime income for a surviving spouse or sibling.

Gift of Retirement Accounts – There can be very special tax advantages to the gift of an IRA or a 401K account.

Gifts of Life Insurance

By making the endowment the beneficiary of a life insurance policy, donors are often able to make a larger gift than would be practical in any other way.  A life insurance gift can be constructed so that the donor receives a tax deduction for future premiums and/or for the existing value of the policy. Please contact your attorney or tax advisor for more information on this type of gift.

Please contact Lauren Holloway at (214)780-4062 with questions.

Education for Life

HPEF is a registered 501(c)3 organization
Tax ID 75-1999200

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