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 Family Letter - Memorial Services
A family letter is a key part of a good estate plan. It is much more personal than many of your estate documents. A family letter allows you to share your heart and show Read More
 
Savvy Living
Low-Cost and Free Cell Phone Options for Seniors
What are the cheapest cell phone options available today to seniors living on a shoestring budget? I only need it for occasional calls. Read More
 
Your Plan
A Letterman's Legacy
Aggie track star gives back with bequest and service. Read More
 
Washington News
House Passes Single Higher Education Credit
With a vote of 227-187, the House passed the Student and Family Tax Simplification Act (H.R. 3393). The bill proposes to combine all of the higher education tax credits into a single credit. It was co-sponsored by Rep. Diane Black (R-TN) and Rep. Danny K.... Read More
 
Finances
Stocks - Netflix Reaches 50 Million Members Read More
Bonds - Treasuries Rise on Durable Goods Report Read More
CDs and Mortgages - Interest Rates Show Little Movement 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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