How to Benefit Your Family Through Charitable Giving
 
A growing number of Aggies are utilizing the testamentary unitrust plan to “give it twice” – keeping lifetime use of their assets, and later providing generous payments to individuals they select.  Ultimately, the trust remainder benefits Texas A&M.  

A testamentary unitrust provides the following benefits:

 
  • Continued use of your asset(s) during your lifetime
  • A stream of payments for loved ones (as opposed to a one time lump sum)
  • Potential tax savings
  • A legacy of support for Texas A&M
 
 
 
Have you included a gift for Texas A&M in your estate plans?
Become a Heritage Member today.

 
 
 
Personal Planner
Your Plan for Senior Care
Planning for retirement and senior care is a very important activity. The activities of daily living for a senior person include eating, dressing, bathing and walking or moving. Read More
 
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Is life insurance needed in retirement? I’m about to retire and have been thinking about dropping my policy to escape the premiums. Is this a good idea? Read More
 
Your Plan
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Learn how the Schwierzkes have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning. Read More
 
Washington News
Con Artists Posing as IRS Agents
Timothy Camus, Deputy Inspector General for Investigations at the Treasury Inspector General for Tax Administration, spoke on August 12 to the National Association of Tax Professionals in Orlando, Florida. Read More
 
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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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