Welcome

1

Do you have children or other heirs you wish to provide for when you are gone?* This field is required.

YesNo

2

Do you feel comfortable giving your heirs their inheritance all at once?* This field is required.

I'm worried some might not handle it responsibly.Yes, they're always smart with their money!

3

What asset would you prefer to give to support Texas A&M?* This field is required.

Retirement assets

Cash

Appreciated assets like securities or real estate

4

Is it important for you to make a gift that allows you to continue using your assets during your lifetime and that you can easily change?* This field is required.

YesNo

5

Are you looking for a way to receive a payment stream from your assets?* This field is required.

YesNot Necessarily

6

What tax benefit would you prefer?* This field is required.

An estate tax deductionAn immediate charitable tax deduction and reduced capital gains taxes

7

Many giving methods present tax advantages and provide you payments! What type of payments would you prefer to receive from your gift?* This field is required.

I'd like my heirs to receive payments

Stable payments, so I always know how much I will receive

Flexible payments that can grow with the trust