Other planned giving methods to consider
Charitable Gift Annuity
A contract between you and the Texas A&M Foundation, a
charitable gift annuity provides you with secure payments
unaffected by fluctuating markets. In return for a gift of cash
or securities, you receive an immediate tax deduction and fixed
payments for life. After your lifetime, the remainder supports
Aggieland however you choose.
Charitable Remainder Trust
You can turn appreciated assets into payments for you and
support for Texas A&M by placing the assets in a charitable
remainder trust. This method eliminates capital gains taxes on
the assets and provides payments based on a percentage of the
trust, which means they could increase if the trust grows. After
a specified number of years, the remainder will support your
chosen impact area in Aggieland.
"Give It Twice" Trust
This method, also called a testamentary charitable remainder
trust, allows you to support loved ones and Texas A&M after your
lifetime through a trust created in your will. This gift
provides regular payments to designated beneficiaries for up to
20 years, while the remainder benefits Texas A&M. Because this
method spreads out payments, it’s an advantageous way to help
your heirs responsibly handle their inheritance. While you won’t
receive an immediate tax deduction, you could receive an estate
tax deduction.
Beneficiary Designation Gift
With a straightforward beneficiary designation gift, you can
name the Texas A&M Foundation as the beneficiary of your
retirement account to leave your Aggie legacy. This method
allows you to use your account throughout your lifetime and
avoid passing a highly taxed asset to your heirs.
