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)
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Whopper of an Inversion
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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