Planned Giving Options | Texas A&M Foundation

There are numerous ways to create a planned gift. Whether you want to continue using your assets during your lifetime or receive payments for you or your family, you can find the perfect method to meet your needs while also providing for Texas A&M University. You can support student scholarships, faculty and research, student activities and campus traditions, or college programs through any of the methods below.

Bequest

A bequest is simply leaving a gift in your will or living trust to the Texas A&M Foundation. It is one of the easiest ways you can make an impact on Texas A&M.

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Beneficiary Designation Gift

Designating the Texas A&M Foundation as the beneficiary of a retirement account or life insurance policy is a simple and affordable way you can support Texas A&M.

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“Give it Twice” Trust

Creating a “give it twice” trust, formally known as a testamentary charitable remainder unitrust, is the perfect way to provide for your loved ones and Texas A&M after your lifetime.

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Charitable Gift Annuity

A charitable gift annuity can provide you with fixed payments for life using assets, like cash and appreciated securities, that may not be currently providing a desirable return on investment.

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Charitable Remainder Trust

Similar to a charitable gift annuity, a charitable remainder trust (CRT) can turn an asset into income. The minimum gift required to fund a CRT is greater, but it typically offers a higher return and more flexible terms.

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Charitable Lead Trust

A charitable lead trust allows you to support your Texas A&M passions during your lifetime and pass assets—without the tax burden—to loved ones after.

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Retained Life Estate

A retained life estate is beneficial if you want to give your property to support Texas A&M but also want to use it for the rest of your lifetime.

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Blended Gift

A blended gift is a unique way to see your impact on the university now while leaving an even greater legacy for the future.

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Find the Right Option for You:

I'd like the following tax benefits:

	Bequest	Beneficiary Designation Gift	"Give It Twice" Trust	Charitable Gift Annuity	Charitable Remainder Trust	Charitable Lead Trust	Retained Life Estate	Blended Gift
Immediate income tax deduction
Estate tax deduction
Reduced capital gains taxes
Reduced taxes for my heirs

I'm interested in the following additional benefits:

	Bequest	Beneficiary Designation Gift	"Give It Twice" Trust	Charitable Gift Annuity	Charitable Remainder Trust	Charitable Lead Trust	Retained Life Estate	Blended Gift
Continued use of my assets during my lifetime
Income for me or my loved ones based on a fixed amount
Income for me or my loved ones based on a fixed percentage

I want to make a gift with:

	Bequest	Beneficiary Designation Gift	"Give It Twice" Trust	Charitable Gift Annuity	Charitable Remainder Trust	Charitable Lead Trust	Retained Life Estate	Blended Gift
Cash
Real Estate
Appreciated Securities
Retirement Assets
Life Insurance