A planned gift is a unique way you can improve a future Aggie's college experience with assets you no longer need.
Since you graduated in ,
the following planned giving options may be mutually beneficial for you and Texas A&M.
Enter your graduation year,
and discover how the following planned giving options may be right for you.
Charitable Gift Annuity
In return for a gift of cash or appreciated assets, you receive tax benefits and annual fixed payments for life. After this time, the remainder
supports your Aggie passions. The greater your age when you start receiving payments, the larger each distribution will be.
IRA Charitable Rollover
Making a gift directly from your IRA to the Foundation helps you avoid additional income taxes by counting toward your yearly required
minimum distribution.
“Give It Twice” Trust
If you’re thinking about providing for your heirs and also imagining the legacy you’ll leave behind, consider a “give it twice” trust. Formally called a testamentary
charitable remainder unitrust, this method allows you to designate children or other beneficiaries in your will to receive annual payments for a set period after your
lifetime. The remainder of the trust then expands your legacy by supporting a Texas A&M area of your choice.
Charitable Remainder Unitrust
If you’re looking to make the most of your finances by creating a steady payment stream and reducing taxes, a charitable remainder unitrust may be the giving method
for you. Created with a gift of cash, securities or real estate, this trust provides tax benefits and annually pays you a fixed percentage of its value to provide
revenue throughout your retirement. After your life, the remainder supports Texas A&M however you wish.
Real Estate
Giving an inherited or investment property to the Foundation is an impactful way to benefit Texas A&M. Different methods exist, each with
its own tax advantages.
Charitable Gift Annuity
In return for a gift of cash or appreciated assets, you receive tax benefits and annual fixed payments for life. After this time, the remainder
supports your Aggie passions. The greater your age when you start receiving payments, the larger each distribution will be, so creating a
deferred gift annuity that begins payouts in the future is a smart way to plan for your later retirement years.
Bequest
Including a gift to the Texas A&M Foundation in your will is one of the easiest ways to impact Aggieland. You can maintain full use of
your assets during your lifetime and make a difference without draining your bank account.
Appreciated Securities
As family finances take center stage, you begin saving for expenses like college or care for aging parents, all while preparing for your own retirement. By giving
appreciated stocks, bonds or mutual funds, you can invest in Aggieland’s future, avoid capital gains taxes and save other resources for important expenses. Securities
can fund many types of planned gifts that present their own benefits.
Bequest
Including a gift to the Texas A&M Foundation in your will is one of the easiest ways to impact Aggieland. You can maintain full use of
your assets during your lifetime and make a difference without draining your bank account.
Beneficiary Designation Gift
Right now, your top priorities may be establishing your career, starting a family or buying your first house. If you want to give back but don’t have the
resources today, naming the Foundation as the beneficiary of your retirement account or life insurance policy allows you to pledge future support to Texas
A&M while still utilizing your accounts. With this flexible option, you can update your policy later if your situation changes.
Real Estate
Giving an inherited or investment property to the Foundation is an impactful way to benefit Texas A&M. Different methods exist, each with
its own tax advantages.
Bequest
Including a gift to the Texas A&M Foundation in your will is one of the easiest ways to impact Aggieland. You can maintain full use of
your assets during your lifetime and make a difference without draining your bank account.
Beneficiary Designation Gift
Right now, your top priorities may be establishing your career, starting a family or buying your first house. If you want to give back but don’t have the
resources today, naming the Foundation as the beneficiary of your retirement account or life insurance policy allows you to pledge future support to Texas
A&M while still utilizing your accounts. With this flexible option, you can update your policy later if your situation changes.