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Increase Font Size Decrease Font Size Print Page Contact The University of Texas at Dallas

For Professional Advisors

As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our friends and donors.

We understand that financial, philanthropic and estate goals are unique to the individual. For this reason we welcome the opportunity to assist as you incorporate your clients’ philanthropic objectives into well-crafted estate plans. Furthermore, we encourage prospective donors to consult with their professional advisors before making decisions based on information we provide.

Please feel free to contact us directly for information or assistance on a confidential basis.

Gifts of Appreciated Securities

Gifts of securities such as stock and mutual funds are coordinated by the UT System Office of Development and Gift Planning Services. Please contact the Office of Development and Gift Planning Services at 512-499-4300 for more information.

Stock Transfer Form

Legal Name: The Board of Regents of The University of Texas System for the benefit of The University of Texas at Dallas

Tax I.D. Number: 75-1305566 

Incorporated In: Richardson, TX



The material presented on this Planned Giving website is not offered as legal or tax advice.
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