Jane and Jerry Kingsley are what you might call “Aggies by relation.” Neither of them attended Texas A&M University—Jerry is a University of Texas graduate while Jane received a degree from Lamar University—but the couple feels a strong connection to Aggieland through their daughters, Marlee ’07 ’14 and Tara ’10.

Encouraged by their Texas A&M experiences, the Kingsleys created a planned gift using some of their investment accounts that will provide opportunities for future Aggies. 

A portion of their gift will establish two Regents’ Scholarships. Intended for deserving first-generation college students, these four-year scholarships are awarded to students whose families have an adjusted gross income of $40,000 or less. The remainder of their gift will advance the Memorial Student Center Wiley Lecture Series, a student-led organization that brings world-renowned speakers to campus to discuss national and foreign policy issues.

Creating a gift using investment accounts is easy, as it only requires naming the Texas A&M Foundation as beneficiary of the account(s) on the investment firm’s transfer-on-death form. After the holder’s lifetime, investment funds are transferred to the Foundation and used to the donor’s specification—whether for a certain program, scholarship or organization. This simple process is revocable, which gives individuals the ability to change their minds.

For the Kingsleys, the option offered an easy way to leave a legacy at Texas A&M without creating financial stress during their lifetimes