Is the thought of planning OVERWHELMING?

Births, deaths, change of address, and retirement are some examples of transitions that can cause a need for planning or making adjustments to your existing plans. Our estate and gift planning workbook is designed to encourage you to think about how you want your assets to be distributed after your lifetime and to assist you in gathering the information your attorney will need to prepare a will and/or trust that accomplishes your goals.

 

Request our free Estate and Gift Planning Kit to help you get started.


Special Reminder!
On Friday May 16th we will be hosting our third annual Women, Wealth & Wisdom Conference at the Memorial Student Center. This year there will be sessions on:
  • estate planning
  • guardianship
  • investing
  • care management
  • retirement accounts
  • and much more!
April 11th registration opens. You can find more information and register at giving.tamu.edu/womensevent. If you would like to be alerted when registration opens contact us


Have you included a gift for Texas A&M in your estate plans? Let us know so that we can enroll you in Heritage Membership today.
 
 
Personal Planner
Family Business Bailouts
Joe and June started Children's Clothing Company 30 years ago. They are now both age 65 and are interested in retiring. Their daughter Susan is currently the Read More
 
Savvy Living
Personal Sound Amplification Products Can Help Seniors Hear Better
What types of amplification products can you recommend to help people with hearing impairment? My 62-year-old husband has some hearing issues, but doesn’t think he needs a hearing aid, so I’m looking for some alternative devices that can help. Read More
 
Your Plan
To This Day I Eat Supper and Go Study
Dr. Lee R. Radford '53 can trace his strong allegiance to Texas A&M University back to the Riverside Campus (Bryan Army Airfield Annex) barracks where he lived for one year. Read More
 
Washington News
Tax Freedom Day on April 21
Each April the nonpartisan Tax Foundation publishes the Tax Freedom Day.  For 2014, Tax Freedom Day will be April 21.  This is three days later than the April 18 Tax Freedom Day of last year.  Those three days are primarily the result of higher... Read More
 
Finances
Stocks - International Speedway Looks to Gain Speed Read More
Bonds - Treasuries Rise as Stocks Slide Read More
CDs and Mortgages - Interest Rates Edge Downward Read More

 

If we can be of further assistance to you or your clients, or if you would like more information about planning a gift to benefit Texas A&M, please contact us at 800-392-3310 or visit our website at www.tamugift.org.

To access our charitable giving and tax information service - Gift Law Pro - or utilize our planned giving calculators, please click here. Thank you for your interest in gift planning and Texas A&M. As always, we are here to assist you and your clients.

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Glenn Pittsford '72, Vice President for Gift Planning
Will Fusselman '95, Senior Gift Planning Officer
Angela Throne '03, Gift Planning Officer
Mark Matthews '80, Gift Planning Officer
Mark Browning '88, Gift Planning Officer
Carrie Keller '99, Gift Planning Assistant


Texas A&M Foundation
g-pittsford@tamu.edu; c-keller@tamu.edu
800-392-3310
979-845-8161 (locally in College Station
)


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