Planned Giving
How to Give
Giving to Texas State University can be done either directly or through a gift model that can provide tax benefits and even income. You would designate your gift to the development foundation which exists to hold gifts on behalf of the university. Click on a gift model below to learn more.
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BequestYou designate Texas State University as the beneficiary of your asset by will, trust or beneficiary designation form.
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IRA RolloverCongress has enacted a permanent IRA charitable rollover. As a result you can make an IRA rollover gift this year and in future years.
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Donor Advised FundsYou fund a DAF and make charitable gift recommendations during your lifetime. When you pass away, your children can carry on your legacy of giving.
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Beneficiary Designation GiftsYou can designate Texas State University as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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IRA to Gift Annuity RolloverYou may be looking for a way to help further our mission and enhance your income. If you are 70½ or older, you can make a one-time IRA rollover to fund a charitable gift annuity and receive fixed payments for life.
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Charitable Gift AnnuityYou transfer your cash or appreciated property to Texas State University in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
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Charitable Remainder UnitrustYou transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
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Charitable Remainder Annuity TrustYou transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
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Charitable Lead TrustYou fund a trust that makes gifts to Texas State University for a number of years. Your family receives the trust remainder at substantial tax savings.
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Sale and UnitrustYou give a portion of your property to Texas State University to fund a charitable remainder trust, when the property sells you receive cash and income for life.
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Bargain SaleWe purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
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Give It Twice TrustYou provide your children with a stream of income while making a gift to Texas State University.
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Life Estate ReservedYou give your property to Texas State University but retain the right to use the property during your life.
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Let us help you with your gift plans