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 2020, the Foundation documented $151.9 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 & Barbara Bush Foundation. During the last 10 years, the Foundation has documented nearly $1.1 billion in planned gift expectancies.

$151,900,000

Total value of planned gifts documented

144

Number of planned gifts documented

$2,000 to $45,000,000

Range of gift value


$12,700,000

Value of realized gifts during fiscal year 2020

$173,200,000

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, fellowships and various other needs leave a legacy that enhances Texas A&M’s core mission of providing the highest-quality undergraduate and graduate programs.

378

Total scholarship and faculty endowments in fiscal year 2020

306Scholarships & Graduate Fellowships

64Other Endowments*

8Faculty Chairs, Professorships & Fellowships

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*The 64 other endowments include those supporting student organizations, college-based programs and excellence funds, study abroad initiatives and the university libraries, among others.

$289,934,698 Gift total

Gifts Received by Type

  • Revocable/Irrevocable Planned Gifts51.39%
  • Pledges27.78%
  • Current/Cash11.93%
  • Securities3.28%
  • Realized Bequests2.43%
  • Trusts1.16%
  • Online1.10%
  • Retirement Accounts0.72%
  • Real Estate0.14%
  • Life Insurance0.06%
  • Gifts-in-Kind0.01%

The majority of gifts received by the Foundation during fiscal year 2020 include pledges, revocable or irrevocable planned gifts, and current gifts of cash.

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

Gift Comparison

Gift Type

Gift Total

Planned Gifts $149,004,149
Current $133,878,432
Realized Bequests $7,052,117
$289,934,698

The Foundation received more than $149 million in planned gifts and more than $133 million in current gifts of cash or pledges during fiscal year 2020. This total does not include planned gifts that will be received by The Association of Former Students, the 12th Man Foundation and the George & Barbara Bush 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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