How It Works:
You transfer cash, appreciated securities or real estate to your trust, which sells any real estate tax-free and invests the assets.
You or designated beneficiaries then receive payments of a fixed percentage of the trust (usually between 5-7%) for life or a specified number of years.
When the trust has made all payments, the remainder will impact your chosen area at Texas A&M.
- You and your beneficiaries receive annual payments from your trust based on a set payout rate, so if the value of the trust increases, so do the payments.
- You remove maintenance, tax and insurance obligations on real estate used to fund the trust.
- You can reduce capital gains taxes on appreciated assets used to fund the gift.
- You will receive an immediate charitable income tax deduction.
- You support Texas A&M!