Charitable Lead Trust

Are you looking for a way to pass on stock or real estate to your family while reducing your gift or estate taxes? With federal rates at the lowest level in decades, now might be the time for you to create a family charitable lead trust.

How it Works

  1. You make a contribution of your property to fund a trust.
  2. The trust pays Texas A&M Foundation for a number of years.
  3. You receive a gift tax deduction at the time of your gift (or your estate receives a deduction if the trust is created after your lifetime).
  4. After a period of time, your family receives the trust assets plus any additional growth.

Zero Tax Plan

It is even possible to set up a lead trust that will allow you to transfer assets to your family with zero tax. The IRS assumes that a lead trust is only earning at the current low federal rate. If the actual investments of the trust produce a higher return and pay those earnings to charity over a measured number of years, then the full value of the trust may be transferred to family with zero gift tax.


After-Lifetime Gifts

Bequest

You designate our organization as the beneficiary of your asset by will, trust or beneficiary designation form.  Learn More

Retirement Account Beneficiary Gift

Making the Texas A&M Foundation beneficiary of your retirement account can be a powerful planning tool and a great gift. Learn More

Give it Twice Trust

You provide your children with a stream of income while making a gift to charity. Learn More

Blended Gifts

There are many combination gift options that can make your giving go farther than a simple gift of cash or property.  Learn More

Gift of Insurance

A gift of your life insurance policy is an excellent way to make a gift to us. If your life insurance policy is no longer needed or will no longer benefit your survivors consider making a gift and help further our mission. Learn More

Dual-Benefit Gifts

Charitable Gift Annuity

You transfer your cash or appreciated property to our organization in exchange for our promise to pay you fixed payments for the rest of your life. Learn More

Charitable Remainder Unitrust

You transfer your cash or appreciated property to fund a charitable trust. The trust sells your property tax free and provides you with payments for life or a term of years.  Learn More

Life Estate Reserved

You may desire to leave your home or farm to us at your death, but would like to receive a current charitable tax deduction. A life estate reserved might offer the solution you need! Learn More

Charitable Remainder Annuity Trust

You transfer your cash or appreciated property to fund a charitable trust. The trust sells your property tax free and provides you with fixed payments for life or a term of years. Learn More

Charitable Lead Trust

You transfer your cash or property to fund a lead trust that makes gifts to support A&M for a number of years. You receive a charitable deduction for the gift. Your family receives the remainder at substantial tax savings. Learn More

Sale and Unitrust

If you give a portion of your property to us to fund a charitable remainder trust, when the entire property sells you receive cash and payments for life. Learn More