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
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.
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.