Tools & Resources

Planned giving can be a powerful way to impact loved ones while leaving a legacy in Aggieland for generations to come.

Creating a gift in your estate plans can present numerous benefits to you, your loved ones and your Aggieland passions, but turning your philanthropic desires into reality can sometimes seem like a complex task. Don’t worry; you’ve come to the right place!

Whether you want to start estate planning or learn more about planned giving options, explore our tools and resources for all your planned giving needs. Read our planned giving FAQs and contact us when you’re ready to discuss which planned giving method may be the best choice for you and your family.

 

Aggieland’s Ultimate Estate Planning Kit

Our complimentary resource is here to help with estate planning basics. It includes interactive worksheets and real-life examples of how others are including their Aggie passions in their plans.

Download this resource

 

Bequest and Beneficiary Language

Creating a bequest or beneficiary desgination gift are some of the easiest ways to leave a legacy for tomorrow in Aggieland. Now, it's even easier with our sample language to include in your will or beneficiary designation form!

Access the language 

IRA Rollover Template

Making a rollover gift from your IRA is an easy way for anyone 70.5 or older to have an immediate impact on Texas A&M University. Our sample letter to your IRA custodian can help you get started.

Download the template 

Heritage Membership

Heritage Membership recognizes individuals and families who have committed a planned gift of any size to the Foundation. Explore the benefits Heritage Members receive and learn more about joining.

Learn more 

Not certain what you'd like to support with your planned gift? Explore the options below.

Check Out Our Videos

Learn about three common planned giving methods and the impact they can have through these helpful videos.

 

Bequest

By including a gift to the Texas A&M Foundation in your will or living trust, you can leave a legacy that will live on in Aggieland. This video highlights the ins and outs of planned giving’s most popular gift type and shares how you can use a bequest to create a brighter future for Texas A&M University.

Learn more

Charitable Beneficiary Gift

Looking for a way to utilize unneeded life insurance policies or heavily taxed assets like IRAs? Beneficiary gifts are simple to make, offer tax benefits and allow you to make a much larger impact on Aggieland than you might have imagined. Watch this video for more info.

Learn more

Charitable Remainder Trust

A charitable remainder trust presents several benefits, including tax advantages, payments for life to you or loved ones, and future opportunities to support your Aggieland passions. Watch on to learn how to make a charitable remainder trust now or in the future.

Learn more

Compare Giving Methods:

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