The Verbum Society was established to honor alumni and friends who have made documented bequests in their Wills or through other planned gifts, including endowment, in support of the University of the Incarnate Word and its students. Verbum is Latin for "Word," and symbolic of the University's continuing mission of providing a quality education within the context of faith.
As a member of the Verbum Society, you will receive permanent recognition on the Verbum Society plaque; special invitations to events; annual recognition in University publications and at the Alumni Memorial Mass during Homecoming; and UIW communications, including pertinent information relating to charitable giving and tax/financial matters.
For more information about the Verbum Society and giving options, please contact Alex Castañeda in the Planned Giving Office at 210-829-6071 or Macasta1@uiwtx.edu.
Please take a look at our Letter of Intent for more information on how you can help.
|Verbum Society Members 2015|
|Dr. Louis J. & Mickey Agnese
Juanita C. Alcocer '91
Elizabeth Marshall Aman '42
Martha V. Baker '66
Geraldine Yanta Love Bannister '74
Master Sgt. Gene R. Barker (Ret.) '84
Rose Marie Bennett '62
Mr. & Mrs. Clifton J. Bolner
Drs. Terry R. and Elvira L. Canales Burns '76
Alex Castaneda '83
Katherine Cazamias Catsifas '53
Dr. Carmina Chapa '63
Lily Lee Chinn '54
Carmin Nannetta Cleavenger '54
Mr. & Mrs. Michael P. Coffey
Michael A. Cook '81
Helen Corrigan '56
William & Gloria Villarreal Cortez '63
Joy & Mike W. Curnutt
Col. Marylin Therese Davis
Margaret Pickering Douglass '42
Dr. Denise J. Doyle
Dr. Alan & Barbara Dreeben '07
Melissa Todd Espy
John E. and Lea S. Lopez-Fagin '97
Rita & John W. Feik
Arthur Drew Felio '73
Emily Duane Ferry '73
Magdalena Flannery '44
Ruth Ann Freiburg '79
Dr. Joe L. '05 & Betty Frost
Rodger Garcia '73
Elizabeth A. Garrett '84
Mary Agnes Ney Gilhooly '56
Drs. James W. '06 & Tena Gorman '06
Sharry Crofford Gould '75
Anne Candler Ham '55 *
Dr. Lilliam Rosario Hernandez '67
Judith G. Hooge '77
Esther Hovel '35
Larry G. Hufford
Harry E. Jackman, III '90
Elizabeth W. Jacobs '32
Dr. Kenneth Lynn James '77
Lucille M. Jeffery '72
Dr. Marjorie Ann Jordan '67
Dr. Dennis F. & Ruth Juren
Susan L. Kennedy-Paparelli '67
|Gayle Ketchum-Long '62
Juana Arriazola Klim '80
Dr. A. David Mangelsdorff
Anne Loughridge McClanahan '74 *
Dr. Richard J. McCracken '05
Dr. Irene McCrystal '51
Dr. Mary Helen McMahon '52 *
Cheryl Lynn McMullan '66
Marilyn Adeil Morgan '76
Dr. Mary Louise Mueller
Brig. Gen. Thomas Murnane (Ret.)
Charles R. Myers
Capt. Bettye G. Nagy (Ret.) '55
Kathryn K. Nelzen '71
Robert L. Newman
Maria Nora Olivarez '55
Dr. Carmen P. Perez '68
Col. Jean M. (Ret.) & Lt. Col. Philip Piccione (Ret.)
Mary Helen Devine Pinner '46
Bernice Stasny Purcell '67 *
Alice Ramirez '05
Carolyn Marie Richardson '92
Estate of Carolyn “Lily” Segovia Rodriguez *
Paul Rosetti '95
Jacqueline Carla Rust '06
Janet Alvord Ryan '53 *
Gayle Biehunko Sette '73
John & Carol Kettler Staha '64
Ted M. & Dee Stephens
Andrea K. Young Stevens '86
Ruth Eilene Sullivan '03
Dr. Urban Gustave Terbieten
Ronald C. Turner '80
Dr. Ana Maria Valadez '58
Dr. & Mrs. James G. Van Straten '61
Marilyn Veach '57
Dr. Barbara Ann Wagner '62
Mr. & Mrs. Mark E. Watson Jr.
Dr. Mary Allyn Watson '76
Maria E. Whalen '85
And those who wish to remain anonymous.
|* Indicates deceased|
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. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.
A charitable bequest is one or two sentences in your will or living trust that leave to University of the Incarnate Word a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.
an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement planBequest Language
I give, devise, and bequeath to the University of the Incarnate Word, a non-profit educational corporation, located at 4301 Broadway, San Antonio, Texas, the sum of $____ (or, ____ percent of my estate, or, ____ percent of the residue of my estate) to be used for such purposes as the Board of Trustees determines at the time this bequest becomes effective.
able to be changed or cancelled
A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.
cannot be changed or cancelled
tax on gifts generally paid by the person making the gift rather than the recipient
the original value of an asset, such as stock, before its appreciation or depreciation
the growth in value of an asset like stock or real estate since the original purchase
the price a willing buyer and willing seller can agree on
The person receiving the gift annuity payments.
the part of an estate left after debts, taxes and specific bequests have been paid
a written and properly witnessed legal change to a will
the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will
A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to UIW or other charities. You cannot direct the gifts.
An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.
Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.
Securities, real estate, or any other property having a fair market value greater than its original purchase price.
Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.
A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.
You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.
You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to UIW as a lump sum.
You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to UIW as a lump sum.
A beneficiary designation clearly identifies how specific assets will be distributed after your death.
A charitable gift annuity involves a simple contract between you and UIW where you agree to make a gift to UIW and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.