Gifts of Retirement Assets

A gift of retirement assets [IRA, 401(k), 403(b), or other tax deferred plan] is an excellent way to make a gift to Texas A&M Foundation. If you are like most people, you might not use all of your retirement assets during your lifetime.

Gifts of Retirement Assets can be costly to inherit but they can be a smart and simple way to give.

Smart

Did you know that most retirement plan assets are taxed twice? Not only could your assets be diminished by estate taxes, but also your beneficiary must pay income taxes on them. Retirement plan assets passed to the Texas A&M Foundation are not taxed.

Simple

Step 1: Consult your attorney and other advisors.

Step 2: Contact the administrator of your qualified retirement plan for a new beneficiary form.

Step 3: Designate the Texas A&M Foundation as a beneficiary of part or all of your retirement plan.

Step 4: Share your plans with us. All information is kept confidential.


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