Planned Giving Home

Professional Advisors

Welcome to the Office of Gift Planning at the Texas A&M Foundation.

Earlier in the month we had an appreciation dinner for all of our Brazos County Heritage Members. The slide show below shows a bit of the fellowship and fun we had that evening.

Click to play this Smilebox slideshow: Heritage Dinner 2009

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Heritage members of the A&M Legacy Society have all included a gift to benefit Texas A&M in their estate plans. Individuals who submit documentation of their estate gift qualify for membership no matter the size of the gift.

If you have included a gift to benefit A&M in your estate plans please contact us and let us know. We would love to be able to count you as one of our Heritage members. If you would like more information on how to create a gift to benefit A&M so that you too can be counted as a Heritage Member please contact us at 800.392.3310 or simply click the Contact Us button.

Plan your ultimate gift for A&M:

Request Wills Kit For a free Wills Kit, please click here.

Benefits For Family and Texas A&M

There are several types of gift plans. Many of these plans have wonderful benefits for the donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these Aggie friends. Just click on the picture and you can view each story.

Building a Platform in Civil Engineering
John J. Bardgette '45 established his most important partnership when, after a brief courtship, he married his wife, Jean, in June 1946. More on Building a Platform in Civil Engineering >>.

Life Estate
Linda and James love their home. They purchased it decades ago when they were just married. Linda could show anyone the tree in the backyard that was the site of many of their children?s adventures. More on Life Estate >>.

Hammond Scholarships
Wilton Hammond, Class of 1948, says it was Texas A&M that strengthened his values, gave him leadership skills, and prepared him for his rise to president and chairman of Carter & Burgess, one of the nation's leading civil engineering firms. He is now chairman emeritus. More on Hammond Scholarships >>.

The "Gift That Gives Twice"
Byron and Angela Maxwell have a selfless goal: To see more of today's young men and women become outstanding business, professional and military leaders-and do it with honor, integrity and character. More on The "Gift That Gives Twice" >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Mark Matthews
Gift Planning Officer

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact g-pittsford@tamu.edu,b-borden@tamu.edu.

If you are a professional advisor, you may take the following steps on this site.