Ways to Give
We recognize that you have many options for donating to worthy causes, including the Bush School, so we are happy to work with you to decide when, where, and how you choose to donate. All gifts are appreciated, whether it's an annual gift to support a student or faculty program, a major gift for educational or leadership programs, or an endowment through your will or trust given directly to the Bush School or to the Texas A&M Foundation in the Bush School's name. The private support that the Bush School receives is critical to our students and faculty. Those generous gifts provide the essential margin of excellence that will enable the Bush School to become the best of its kind in the nation. Giving options include the following:
- Outright gift of cash or securities
For gifts of cash, you are entitled to an income tax deduction of up to 50 percent of your adjusted gross income with a five-year carry-over period for the excess. For gifts of long-term appreciated securities, the limit is 30 percent of adjusted gross income, and you may be able to avoid the capital gain that would have applied had you sold the securities.
- A Five-year Pledge
We want to accommodate your unique circumstances and are happy to receive installment gifts of up to five years for pledges to the Bush School through the A&M Foundation.
- Gift in Trust
We are happy to work with you and your financial advisor to create an income arrangement that suits your unique circumstances. For example, you may choose a fixed or fluctuating payment, the rate of such payment, as well as many other features to suit your needs. You may incur no capital gain tax on the transfer of appreciated, long-term securities or real estate to the trust, and you will receive an income tax deduction for part of the gift. Upon the death of the beneficiary (you or another person), the Foundation will have the use of the trust funds for the purpose you designate.
- Outright Gift of Real Estate
Most real estate has appreciated faster than the rate of inflation and offers great potential in charitable gift planning. We would be happy to explore with you a gift of a home, vacation property, condominium, undeveloped land, or other real estate in support of the Bush School.
- Gift of a Personal Residence or Farm with a Retained Life Estate
It is possible to transfer ownership of your personal residence or farm for the benefit of the School while retaining the enjoyment of the property during your lifetime. This may be an excellent way to support A&M and the Bush School, receive a current income tax deduction for the property's discounted value, and continue to use the property for as long as you live.
- Purchasing a New Life Insurance Policy Benefiting the Bush School
You can make a magnificent commitment to the School through a life insurance gift. Through relatively modest annual gifts, you can create a major gift. Plus, your annual premiums will be deductible for income tax purposes.
- Gift of an Existing Life Insurance Policy
Many people own insurance policies that no longer fulfill their original purposes. Such policies can be given to the Foundation. In general, you will be entitled to an income tax deduction for the cash surrender value and can deduct any future premiums paid.
- Gift of an Income Stream
You can provide annual payments to the Bush School from a pool of assets, which later will be distributed to your heirs. This plan allows you to transfer assets to family members at a reduced transfer tax while providing meaningful support to our programs for a period of years.
You can designate the Bush School as a beneficiary in your will and specify what programs the funds will support.
- Creative Combinations
You can make a major commitment to the Bush School through any one of the above gift arrangements, or you can combine them in creative ways to suit your unique circumstances.