Planned Giving by the Numbers

The Foundation’s Office of Gift Planning helps donors establish after-lifetime and dual-benefit gifts that will aid Texas A&M University and its students in the future. For fiscal year 2017, the Foundation documented $120.3 million in planned gifts, which includes gifts that will be received by the Texas A&M Foundation, The Association of Former Students, the 12th Man Foundation and the George H.W. Bush Presidential Library Foundation. From 1999 to 2016, the Foundation has documented more than $1 billion in planned gift expectancies.

$120,300,000

Total value of planned gifts documented

146

Number of planned gifts documented

$10,000 to $8,000,000

Range of gift value


$15,828,889

Value of realized gifts during fiscal year 2017

$168,652,770

Value of realized gifts in the last 10 years

New Endowments Breakdown

The Foundation prides itself on enhancing the academic experience at Texas A&M University for both students and faculty. Donors who create endowments for scholarships, chairs, professorships and fellowships leave a legacy that enhances Texas A&M’s core mission of providing the highest-quality undergraduate and graduate programs.

406

Total scholarship and faculty endowments in fiscal year 2017

335Scholarships & Graduate Fellowships

59Other Endowments*

12Faculty Chairs, Professorships & Fellowships

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The 59 other endowments include those supporting student organizations, college-based programs and excellence funds, study abroad initiatives and the university libraries, among others.

$254,083,244 Gift total

Gifts Received by Type

  • Revocable/Irrevocable Planned Gifts44.36%
  • Pledges28.76%
  • Current/Cash15.82%
  • Realized Bequests5.27%
  • Trusts1.58%
  • Real Estate1.39%
  • Securities1.39%
  • Online.76%
  • Retirement Accounts.62%
  • Life Insurance.04%
  • Other (Gifts in Kind).01%

The majority of gifts received by the Foundation during fiscal year 2017 include current gifts of cash, pledges, realized bequests, and revocable or irrevocable planned gifts.

*This total includes cash gifts, future pledge payments at full face value, and revocable and irrevocable planned gifts

Gift Comparison

Gift Type

Gift Total

Current $127,970,575
Realized Bequests $13,401,765
Planned Gifts $112,710,904
$254,083,244

The Foundation received more than $127 million in current gifts of cash or pledges and more than $112 million in planned gifts during fiscal year 2017. This total does not include planned gifts that will be received by The Association of Former Students, the 12th Man Foundation and the George H.W. Bush Presidential Library Foundation. Realized bequests make up the remaining portion in total dollars received.

*This total includes cash gifts, future pledge payments at full face value, and revocable and irrevocable planned gifts.

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