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
Chronic Illness - Care of Your Property
If you have a chronic illness, you will need to care both for your person and for your property. Part II of this article will explain some of the specific preparations that Read More
 
Savvy Living
How to Get Social Security Benefits When You’re Disabled
What do I need to do to get Social Security disability? I’m 57 years old and have some health issues that are keeping me from working, but I’ve heard it’s very difficult to get benefits. Read More
 
Your Plan
Life Estate
Linda and James love their home. They purchased it decades ago when they were just married. Read More
 
Washington News
Whopper of an Inversion
Burger King, Inc. announced this week that it would acquire the Canadian restaurant chain Tim Hortons, Inc. Following the acquisition, Burger King will move its corporate headquarters to Ontario. The “inversion” will save an estimated $8 million... Read More
 
Finances
Stocks - Williams-Sonoma’s Forecast Disappoints Read More
Bonds - Treasuries Rise As Russia Invades Ukraine Read More
CDs and Mortgages - Interest Rates Still Low 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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