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Welcome to Texas A&M University-Corpus Christi
Planned Giving
Thank you for your interest in Texas A&M University-Corpus Christi. Our hope is to serve you and your family with helpful information. We have an increasing number of friends who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.
| IRA Rollover |
A SPECIAL GIFT OPPORTUNITY!
On August 17, 2006 the President signed the new pension bill that also permits IRA charitable rollovers. Now, those over 70½ are eligible to make an IRA charitable rollover to public charities. And the good news is that an IRA distribution to charity will be similar to other IRA rollovers - it will not be included in your Federal taxable income. It's very easy to make the gift by directing your custodian to transfer your distribution directly to Texas A&M University-Corpus Christi. The best part is that your IRA gift is made tax-free!
To learn more about this simple easy way to make a gift to A&M University-Corpus Christi, click here.
And feel free to click to contact us.  |
| Personal Planner | Perils of Probate
 Business Owner passed away on April 5, 1976, with an estate of $2.5 billion. Many persons appeared claiming "I am Business Owner's heir" and submitted wills with themselves as beneficiaries. More ... |
Benefits for Family and Texas A&M University-Corpus Christi
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
 | Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>. |
 | Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>. |
 | The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Karen W. Selim, J.D.
Assistant VP for Development |
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience. |
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact karen.selim@tamucc.edu.
If you are a professional advisor, you may take the following steps on this site.
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