Before you start your spring break travels, make sure you take time to have everything in order by updating or creating your will. We are here to help and provide any estate planning resources you may need.

We look forward to helping you plan for your future!

       


 
 
 
Personal Planner
Loans and Sales to Children
Parents are frequently approached by children who desire loans for various purposes. Parents may make a loan to a child for the down payment on a home, Read More
 
Savvy Living
How Medicare Covers In-Home Care
How does Medicare cover home health care? Because of my illness, my doctor suggested I get home health care, but I want to find out how it's covered before I proceed. Read More
 
Your Plan
Gift of I R A Takes Flight
Class of '82 couple will help Aggies create flight plans for their future through planned gift. Read More
 
Washington News
IRS 'Treat Taxpayers Nice' Rules
In 1998, Congress passed the IRS Restructuring and Reform Act, which included a list of ten guidelines to require IRS employees to treat taxpayers fairly. A failure of an IRS employee to follow these rules could lead to loss of his or her position. Read More
 
Finances
Stocks - Sonic Reports Strong Sales Growth Read More
Bonds - Treasuries Continue Zig-Zag Pattern Read More
CDs and Mortgages - Interest Rates Decline 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.txamfoundation.com/plan.

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.

If you do not wish to receive future emails, please click here to unsubscribe. Thank you.

 
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
Gina Jett '79, Gift Planning Stewardship Officer
Carrie Keller '99, Gift Planning Assistant
Megan Fenoglio '13, Gift Planning Assistant


Texas A&M Foundation
gpittsford@txamfoundation.com; ckeller@txamfoundation.com
800-392-3310
979-845-8161 (locally in College Station
)


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