University of Houston-Victoria

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Beneficiary Designations

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Continue Supporting Our Work After Your Lifetime

Passionate about supporting University of Houston-Victoria with our mission even after your lifetime? It's not only possible, it's easy to do with a beneficiary designation. Just name University of Houston-Victoria as a beneficiary to receive assets such as retirement plans and life insurance policies after you're gone. You simply fill out a form that is entirely separate from your will—which makes this approach an easy way to give.

Not only is it an easy way to give, but it's also flexible—you aren't locked into the choices you make today. You can review and adjust beneficiary designations anytime you want.

Want to learn more about making tax-wise gifts? Download our brochure: The 3 Easiest Ways to Leave Your Legacy.

Make sure you have a plan for all your assets. Download our Personal Estate Planning Kit.

Check Out This Potential Scenario

Robert and Carol treasure the financial help they've been able to give their children and University of Houston-Victoria over the years. Now that their kids are grown, Robert and Carol changed their estate plan so it could work harder for the people and causes they love. The couple updated their will to leave stocks and real estate to their kids. And they left us a $75,000 IRA to be transferred after their death. Because University of Houston-Victoria is tax-exempt, all $75,000 will help support our mission.

If Robert and Carol had left the IRA to their children, approximately $18,000* would have gone to pay federal income taxes—leaving only $57,000 for their family's use. Robert and Carol are happy knowing they are making the most of their hard-earned money thanks to their updated estate plan.

*Based on an assumption of a 24 percent marginal income tax bracket.

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.