You might be a first-time donor, or you might have already given a gift of a scholarship or other support to the University. Or you might simply be the kind of responsible person who wants to see that the people and things you care about taken care of when you aren’t here to do it yourself.
While it is always best to consult a professional when pondering your next steps, we can provide an outline of helpful information that you may consider ahead of time, and possibly take with you when you are ready to consult legal or financial planners.
If A&M-Central Texas is one of the things that you care about, but you prefer to make a gift that is realized as a part of your estate, we first want to express our thanks for your generosity, and ensure that you have the benefit of understanding the available options, so you can chose what is most beneficial for you and your family members.
Legal Name:Texas A&M University-Central Texas or Texas A&M University-Central Texas Foundation
1001 Leadership Place
Killeen, Texas 76549
Make a Gift to A&M-Central Texas via Your Will or Living Trust
Are you interested in making a gift that will continue giving for generations to come? Do you want to give generously, but feel hesitant about giving up your assets today? There’s a simple way to satisfy both your practical financial needs as well as your desire to seeA&M-Central Texas benefit from your gift: a charitable bequest.
A charitable bequest is one or two sentences in your will or living trust that leave to Texas A&M University-Central Texas a specific item, an amount of money, a gift contingent on certain events, or a percentage of your estate.
When you include a charitable bequest to A&M-Central Texas in your will or living trust, you are reaching forward in time, and ensuring that generations of students and faculty will benefit from the impact of your gift.
And because we want to acknowledge your gift, we encourage donors who have completed this process to notify us, so that you may be added to the Texas A&M University-Central Texas Heritage Society.Simply use the link provided or complete the attached letter and mail to us. Estate Intention Letter
Or Designate A&M-Central Texas as a Beneficiary
Friends, Employees, Former Students and Alumni are passionate about supporting Texas A&M University-Central Texas. Maybe you graduated from ATU, UCT, or TSU-CT and are a proud “Legacy Alumni.” Or maybe you got your start here, and want to give back to the University that put you on your path to success.
Perhaps you are interested in making a gift to the University, but can’t afford a cash donation or a multi-year pledge. We understand! When you nameA&M-Central Texas as a beneficiary on your retirement plan or life insurance policy, you fulfil your desire to give a gift, and you do so on terms that do not present a challenge to your everyday finances. And it’s separate from your will and/or living trust, so there’s no additional complications to your estate.
You simply fill out a form with your retirement and/or life insurance company, and maintain the ability to review or change as often as you want.
- Sample QRP Beneficiary Designation Language
- Sample IRA Beneficiary Designation Language
- Sample Language for Change of Life Insurance Beneficiary Designation
- Sample Language Change of Life Insurance Ownership and Beneficiary Designation
Almost all of us have heard the stories about multi-million dollar gift made to charitable organizations, and we wonder: “What does it feel like to give away one’s wealth?” Well, we agree that giving just feels good, but add this. There’s a chance that the donor isn’t giving away everything. They may have established acharitable gift annuity.
Here’s how it works:
- You make a gift of cash or securities.
- A&M-Central Texas Foundation makes fixed payments to you (or to you and an additional person).
- A portion of your payments may even be tax-free.
- You receive a charitable deduction for your gift.
- The remainder will go to support the University according to your wishes (i.e., endowment, scholarship, unrestricted fund, faculty recognition)
If you are younger than 60 or do not need your payments immediately, you can arrange a deferred gift annuity. This allows you to delay receiving payments until a later date – such as retirement. To learn more, calculate the benefits of a gift annuity using this link: