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Donor Advised Funds

planned giving staff

Are you looking for an easy, cost-effective way to support University of Houston-Victoria and other causes you love? A donor advised fund, which is like a charitable savings account, may be the right choice for you.

Here's how it works. You transfer cash or other assets to a tax-exempt sponsoring organization such as a public foundation. You can then recommend—but not direct—how much and how often money is granted to University of Houston-Victoria or other charities—sometimes as easily as using a Web portal. And you avoid the cost and complexities of managing a private foundation.

You qualify for a federal income tax charitable deduction at the time you contribute to the account, and the power to make recommendations on which charities to support whenever you want. You centralize your giving and record-keeping in one location. And maybe best of all, you can start a legacy of giving by letting your children help decide which grants to recommend.

Want to learn more about donor advised funds? View the guide One-Stop Giving: The Convenience and Simplicity of Donor Advised Funds.

Joe and Laura want to give back to their hometown by putting their money where it will do the most good. They establish a $2 million donor advised fund with a community foundation. The couple receives a federal income tax charitable deduction for the amount of the gift. They also get all the time they need to decide which charities to support. After researching community needs with the foundation's staff, Joe and Laura recommend grants for University of Houston-Victoria (which they've supported for years) and the Animal Rescue League. The foundation presents the charities with checks from the Megan Fund, which Joe and Laura named in honor of their granddaughter. Joe and Laura are delighted to start this personal legacy of giving.

Learn How to Fund It

You can name us beneficiary of the following assets:

Next Steps

  1. Contact Jesse D. Pisors at (361)570-4829 for additional information on beneficiary designations and how they can help support University of Houston-Victoria with our mission.
  2. Talk to your financial or legal advisor to learn which assets will or will not trigger taxable income when paid to a beneficiary.
  3. If you name University of Houston-Victoria in your plans, please use our legal name and Federal Tax ID.

Legal Name: University of Houston-Victoria
Address: 3007 N. Ben Wilson, Victoria TX 77901
Federal Tax ID Number: 74-6001399

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.