Exciting news! Charitable gift annuity rates have increased this year, making the payout rates you'd receive the highest in 16 years. Get the details to lock in these great rates and get fixed, reliable income for life.

Happily Ever Aggieland

Explore the various advantages of seven planned giving methods that are as unique as their givers.

By Jennifer Hester '98

Illustrations by Jonathan Ball

October 19, 2023

You have a special Aggie story to share, and our team would be honored to help you write the next chapter with a meaningful planned gift for Texas A&M University.

Explore the various advantages of seven giving methods that are as unique as their givers. No matter which method you choose, one thing is for sure: Your story will live on in Aggieland forever.

Dive into these methods...

Bequest/Gift in Will

With a gift in your will or living trust, formally known as a "bequest," you can leave directions for supporting your passion areas.

Advantages include:

 

Beneficiary Designation Gift

Naming the Texas A&M Foundation as the beneficiary of your retirement accounts, donor-advised funds or life insurance policies is one of the easiest gifts you can make!

Benefits include:

  

"Give it Twice" Trust

Use a testamentary charitable remainder trust, also known as a "give it twice" trust, established after your life to provide for loved ones before supporting your Aggie passions.

Enjoy these perks:

  

Charitable Remainder Trust

Transfer assets to a charitable trust and receive payments during your lifetime, then support Aggieland after.

Benefits:

  

Charitable Gift Annuity

Gift cash or securities to fund a charitable gift annuity and receive payments during your lifetime, then support Texas A&M after.

Advantages:

  

Charitable Lead Trust

With a charitable lead trust, a trustee invests your assets and pays the Texas A&M Foundation to support your passions.The remainder passes to loved ones.

Look forward to:

 

Retained Life Estate

In a retained life estate gift, you transfer your deed to the Texas A&M Foundation, and we will use the proceeds after your lifetime to impact Texas A&M according to your wishes.

Benefits include:

  


Interested in learning more about one of these advantageous planned giving methods? Contact Jennifer Hester '98 below.

 

More From Our Aggie Experts

Ask the Expert: How to Get More From Your Real Estate

Texas A&M Foundation real estate expert James Mayo ’07 ’09 explores the unique advantages of funding a charitable remainder unitrust with real estate.

Ask the Expert: Preparing for the 2023 Tax Season

Tax experts Sarah ’00 and Arty Brieden ’99 share tips for proactive tax management.

Ask the Expert: Top Estate Planning Tips for 2023

Estate attorney Michele Mobley ’87 shares top tips for estate tax savings in the new year.

Tagged with:
Contact

  • Jennifer Hester '98

  • Planned Giving Officer
  • Planned Giving
  • Call: 979.862.7247

Make Your Impact

Give Now