Ways of Giving to the Tartan Endowment Fund
Make a One Time Gift – A gift of any amount is appreciated and will make a difference. Donate Now
Make a Pledge – Pledges may be paid over a period of up to 5 years. Donate Now
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:
*Stock Broker, Howell Harralson, 214-373-5643 – UBS 0221 Acct LM 16543
*Client Advisor, Greg Galbraith, 214-740-7775 – Alex Brown 1072 Acct 732FX473
Matching Gifts – In many cases, employers will match your charitable contributions to, in fact, double your gift! 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.