Gift Options


  • Bequest
    • You designate UHV as the beneficiary of your asset by will, trust or other instrument.  For bequest language click here.
  • Charitable Gift Annuity
    • You transfer your cash or appreciated property to UHV in exchange for our promise to pay you fixed income (with rates based on your age) for the rest of your life.
  • Charitable Unitrust
    • You transfer your cash or appreciated property to fund a charitable unitrust. The unitrust distributes a fixed percentage of the value of its assets to you on an annual basis, and at the expiration of the unitrust, the balance is transferred to UHV.
  • Charitable Annuity Trust
    • You transfer your cash or appreciated property to fund a charitable trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
  • Charitable Lead Trust
    • You transfer your cash or property to fund a lead trust that makes gifts to UHV for a set number of years. You receive a charitable deduction for the gift. Your family receives the remainder at substantial tax savings.
  • Retained Life Estate
    • You leave your home or farm to UHV at your death but receive a charitable tax deduction until then.

Staff

Greg Rutzen

Greg Rutzen
Associate Vice President
& Chief Advancement Officer
(361) 361-570-4829
Email

Natalia Ruiz

Natalia Ruiz
Senior Administrative Assistant
(361) 570-4812
Email

Erin McKamey

Erin McKamey
Senior Secretary
(361) 570-4179
Email

Tracey Moore-Sweeney
Grant Facilitator
(361) 570-4379
Email