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Charitable Remainder Trust

A charitable remainder trust is a wonderful way to provide payments for yourself or loved ones now while supporting Aggieland’s future.

By creating a charitable remainder trust with appreciated assets, you can avoid capital gains taxes and enjoy the bonus of knowing your assets will impact the next generation of students at Texas A&M University.
 

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.

Benefits:

  • 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!

Discover what your charitable remainder trust can support in Aggieland below.

Giving in action

“A charitable remainder trust gives us the opportunity to enjoy a certain amount of benefit from our gift now while knowing that it will benefit future generations later.” – Lynn and Richard Box ’61


Learn More:

Watch this helpful video to learn more about how charitable remainder trusts can pay you for giving back.

Explore additional planned giving information.

Learn how to get started on planning your gift for Aggieland today.

Connect With Us:

We’d love to visit with you and answer any questions about the details and benefits of charitable remainder trusts!