Caring for Their Future

CARING FOR THEIR FUTURE Partner with the College of Veterinary Medicine & Biomedical Sciences to ensure a brighter tomorrow for all animals.

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EXPLORE YOUR OPPORTUNITIES Working in the Texas A&M University

Your gift can thank those who have helped

Veterinary Medical Teaching Hospital (VMTH),

provide for your pet’s care or honor beloved

we are privileged to meet many of our clients

pets or loved ones while also allowing the

and hear their stories. Of course, their beloved

VMTH to continue providing exceptional care

pets or prized livestock are the theme of

for future animals. While state support and

our conversations, but we also discuss their

client-generated revenue provide a portion

passion for the teaching hospital and the ways

of our operating expenses, these funds only

its faculty, staff and veterinary students have

comprise a fraction of what is needed to

impacted their animals’ lives. Each person

keep the VMTH on the cutting edge. Donor

involved in an animal’s care possesses a special

generosity allows our students to receive

skill set, and you don’t have to be an Aggie to

life-changing scholarships, helps our faculty

appreciate it!

conduct valuable research, and provides an

Our Stevenson Companion Animal Life-Care Center is another popular topic. By providing

avenue for charitable care funds and muchneeded hospital improvements.

physical, emotional and medical care for

This booklet explains a variety of planned

companion animals whose owners can no

giving methods and highlights ways you can

longer do so, the center is a relief for many pet

make an impact in the CVMBS. We hope this

owners and is a facility unlike any other.

information is helpful no matter where you are

Because of these conversations, we’ve created this booklet to help you explore the unique

in your estate planning process. Thank you for your support. We are here to help you!

ways you can support the VMTH, our faculty

Sincerely,

and programs, or students within the College

The CVMBS Development Team

of Veterinary Medicine & Biomedical Sciences (CVMBS) with a gift from your estate.

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A BEQUEST COULD BE THE MOST INFLUENTIAL GIFT YOU EVER MAKE Your gift makes a difference forever because it permanently endows a fund.

When you endow a fund using a charitable bequest through the Texas A&M Foundation, you create a permanent legacy that will never stop giving. Endowments are subject to a spending plan that is designed to increase charitable distributions each year while preserving the principal of the original gift.

The goal of this approach is to keep pace with inflation and to ensure that gifts provide the same level of benefit in the future that they do today.

“This scholarship motivated me to work through the challenges of the program and provided the financial freedom to make decisions based on what’s best for my career.”

IAN SPENCER ‘21 Lorraine Roux MacMahon Scholarship Recipient

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TAILOR A GIFT TO YOUR UNIQUE NEEDS AND INTERESTS

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When thinking about the future and the distribution of your assets, you may feel torn between the causes you are passionate about and promises made or responsibilities felt for family and friends.

With a little research and some planning, you can leave a legacy that inspires others for years to come.

And don’t forget your retirement accounts!

Making the Texas A&M Foundation a beneficiary of an individual retirement account is one of the easiest and most tax-advantageous gifts available.

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FUNDING FUTURE CARE Janel Griffey is not an Aggie, but Texas A&M

permanently endow Emma’s Fund, provide

University has her heart. Her connection to

scholarships for veterinary students and

the university hinges upon the love she has for

ensure that all her dogs will have a home in the

the Aggie veterinarians and veterinarians-in-

Stevenson Companion Animal Life-Care Center

training who have treated her family of dogs

after her lifetime.

during the last decade and a half. Knowing she had found a unique and trustworthy place for her beloved companions to receive specialized care, Griffey chose to give back to numerous areas within the College of Veterinary Medicine & Biomedical Sciences (CVMBS).

Additionally, Griffey’s planned gift honors the Aggie veterinarian who has treated all of her pets. The Robert Judd ’79 DVM Chair in Veterinary Professional & Clinical Skills will enhance faculty recruitment in the college’s hands-on clinical skills laboratory (pictured),

Griffey’s first gift to the college was a donation

which provides student training in mock

of two comfort rooms to the Small Animal

scenarios and team collaboration.

Hospital, which provide hospital clients a home-like environment to reflect on their pet’s medical options and, for those who face the pain of saying goodbye, a quiet, peaceful place to spend their final moments with their beloved pet. The rooms, Molly’s Room and The Griffey Gang Room, were both named in memory of Griffey’s dogs.

“I had the pleasure of visiting the Clinical Skills Laboratory on a tour and, as a former teacher, I was impressed by the innovative teaching methods in that lab,” Griffey said of her gift to honor Judd. “I wanted to support this worthwhile program in its efforts to train the best possible veterinarians of tomorrow, and it was also important to me to honor Dr. Judd

A year later, she established Emma’s Fund to

and his Texas A&M roots for his devotion to my

memorialize her great-aunt. The fund assists

dogs over the years.”

pet owners who require additional support to afford their pet’s life-saving care at the Veterinary Medical Teaching Hospital (VMTH).

To ensure her generosity continues after her lifetime, Griffey has also left provisions in her estate to support the CVMBS. Her gift will

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Janel Griffey’s planned gift will support the Clinical Skills Laboratory and Veterinary Makerspace, where Dr. Elizabeth Scallan ‘01 (right) instructs future veterinarians.

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HOW MUCH YOU GIVE IS UP TO YOU— HOW BIG IT GROWS IS UP TO US Prepare to be pleasantly surprised.

That’s what is so wonderful about bequests. No matter the size of your gift, once it comes to the Texas A&M Foundation, we put it to work. We manage your fund to produce both steady income and ample growth so that your bequest can benefit more people and animals over time.

Many individuals choose to support Aggies by creating endowed scholarships or fellowships through a bequest. These gifts help future generations of Aggie veterinarians and can make a positive impact on pets and pet owners.

Charitable care funds are also a wonderful way to support the VMTH. In 1997, Capper Thompson created the Capper and Chris Save the Animals Fund in memory of Chris Stehouwer, a Texas A&M student and animal lover who was killed in a tragic accident. As a charitable care fund, the fund provides financial assistance to qualifying pet owners who cannot afford their animals’ lifesaving medical treatment.

The fund has since grown and is now a major component of Thompson’s estate plans. By including the Foundation in her will, she ensures that her future endowed fund will help animals in perpetuity.

The minimum gift size for a named endowment is $25,000.

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“My scholarship has helped alleviate the financial burden of veterinary school. It means so much knowing that people care about my journey to become a veterinarian and help others.”

THE GROWTH OF AN ENDOWMENT We invest endowment funds using asset allocation to maximize growth while safeguarding capital during tough economic times. The chart below illustrates the market value of a $100,000 endowed scholarship created in 2000 and its cumulative value of student stipends.

This single endowment would have paid out $110,978 by 2021. Its market value after 21 years would be $163,284. Over that 21-year period, the payout is greater than the original gift value and will provide an even greater impact in the years to come.

$200,000

$150,000

$100,000

$50,000

0

2000

2002

2004

2006

2008

SIERRA KEY ‘18 ‘23 Veterinary medicine doctoral student and a student resident at the Stevenson Center

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Market Value

2010

2012

2014

2016

2018

2020

2021

Cumulative Stipend

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A LOVING HOME FOR BELOVED PETS The only facility of its kind in the nation, the Stevenson Companion Animal Life-Care Center provides for the physical, emotional and medical needs of companion animals whose owners can no longer provide that care. Clients include pet owners who want to secure their pet’s future prior to entering a retirement home, being hospitalized for an extended period or predeceasing a pet.

Susie and Tim Geppert have spent a lifetime rescuing cats, and by creating a gift supporting feline medicine and the Stevenson Center, they are saving countless future feline generations. The couple has also enrolled their furry family in the Stevenson Center to ensure that their cats will receive loving care when they can no longer provide for them. “I don’t know what we would do if not for the Stevenson Center,” Tim said. “It’s a great place for our cats to one day call home.”

The minimum endowment to secure enrollment in the center depends upon the age of the youngest owner at the time of enrollment. The endowment required for each animal can be established by bequest through a will, trust or life insurance policy or can be fully paid at the time of enrollment with a possible discount. Enrollment fees at the time of enrollment also apply.

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GRATEFUL GENEROSITY When Betsy Overholser’s Shetland sheepdog, Kate, was diagnosed with a life-threatening disease, veterinarians at the Small Animal Hospital saved her life. Inspired by this care and the connections she has forged with the staff who devote their lives to pets like hers, Overholser created a gift in her estate plan to benefit the college.

The gift will provide an endowed scholarship for a veterinary medicine doctoral student and will support the college’s Clinical Skills Laboratory.

“Texas A&M University clinicians saved Kate’s life, and I suspect there are very few other colleges in the nation with the same caliber of expertise I found here,” Overholser said.

Because Kate’s health requires her to visit specialists at the Veterinary Medical Teaching Hospital every three months, Overholser has formed a special connection with the college.

“I love this place, not just because of how they’ve cared for Kate but also because of the people I’ve met here,” she said. “Part of the charm of the Small Animal Hospital is getting to know the students. Hearing their stories inspired me to plan this scholarship.”

Inspired by the lifesaving care her dog Kate received, Betsy Overholser planned a gift from her estate to support the college’s future. The two enjoy their visits to Aggieland, and Kate is often mistaken for Reveille!

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THE COLLEGE OF VETERINARY MEDICINE & BIOMEDICAL SCIENCES

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For more than 100 years, the College of Veterinary Medicine & Biomedical Sciences has been improving animal, human and environmental health through teaching, research, veterinary care, service and outreach.

The CVMBS is one of the largest colleges of veterinary medicine in the nation and ranks third overall nationwide. The college has produced more than 8,000 Aggie veterinarians who now serve in numerous areas across the country and around the world.

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TAKE THE NEXT STEP IN PLANNING YOUR FUTURE We are here to help!

If you’d like to know more about establishing an endowed fund through a charitable gift in your will or other gift plan, give us a call at 979.845.9043 or email us at development@cvm.tamu.edu.

We can send you the information you need to include a charitable gift in your estate plans. We will work with you, your attorney and other advisors to design the best gift plan for your individual situation and help you cater your gift to specific passions and interests. We can also introduce you to colleagues in our Office of Planned Giving to provide further expertise.

For more estate planning resources, scan the QR code or visit give.am/eBook

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FREQUENTLY ASKED QUESTIONS: Is it difficult to make a charitable bequest?

Not at all. You can do it today, with a call to us at 979.845.9043. We will give you the information you need to visit with your attorney.

How big is a typical charitable bequest?

Individual bequests to the Texas A&M Foundation have ranged from $1,000 to tens of millions.

Bequests are just like their givers: They are all different with different stories.

What assets can I leave?

There are several ways to make a charitable bequest. You may leave: —A specific dollar amount —Financial investments, such as stocks, mutual funds, bonds or certificates of deposits —A percentage of your estate —A life insurance policy, retirement plan or donor advised fund, by naming the Foundation as beneficiary —Real estate or mineral rights How will the Foundation know where to use my gift?

A gift for Texas A&M should reflect your interests, your dreams and your legacy. The Foundation will work with you to create a gift agreement that designates the specific areas of Texas A&M that you want to benefit.

How does the Texas A&M Foundation recognize donors?

JON L. HAGLER CENTER 401 George Bush Drive College Station, TX 77840

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Heritage Membership honors individuals and families who have made a planned gift of any size to benefit Texas A&M. Benefits include invitations to annual appreciation events, exclusive news and publications, opportunities to stay connected to campus through special behind-thescenes tours, and chances to network with other Aggies and friends.

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The Texas A&M Foundation builds a brighter future for Texas A&M University, one relationship at a time.

As a nonprofit and the primary academic fundraising institution for Texas A&M, our vision is to be among the most trusted philanthropies in higher education. Our team partners with former students, corporations and other supporters to match their charitable passions with opportunities for purposeful philanthropy at Texas A&M. Gifts create scholarships, advance faculty endeavors, enhance student programs and fund campus construction, greatly enhancing Texas A&M’s mission to provide the highest quality undergraduate and graduate programs and develop new understandings through research and creativity.

For more information about creating a planned gift for the benefit of Texas A&M, please contact:

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TXAMFOUNDATION.COM

DEVELOPMENT OFFICE College of Veterinary Medicine & Biomedical Sciences, Texas A&M Foundation

800.392.3310 OR 979.845.8161 INFO@TXAMFOUNDATION.COM

979.845.9043 development@cvm.tamu.edu

401 GEORGE BUSH DRIVE COLLEGE STATION, TX 77840

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