Tarleton State University has benefited from the generosity of many alumni donors. Even in moments of loss, many choose to leave a lasting legacy by supporting Tarleton State. These deeply meaningful gifts, whether trusts, estate commitments, stock portfolios or other planned contributions, are often included in an individual’s will. At Tarleton State, we call this planned giving, and we honor the generosity and foresight behind each one.
Planned giving normally occurs when a donor is thinking about Tarleton State for something further down the line. Our donors feel they can make a bigger impact with that final gift than they can in their lifetime.
When the donor makes the decision to leave a planned gift to Tarleton State, they may establish a charitable gift annuity or trust. This way, the donor can still benefit while alive and when they pass, Tarleton State will receive the full amount.
These gifts go through the Tarleton State University Foundation. The Tarleton State University Foundation helps our donors set up their charitable annuity or trust, with the assistance from consulting firm, High Ground Advisors.
Our donors will then work with Tarleton State’s development officers to decide how to direct their gift. Our development officers are here to establish a relationship with our donors. Their job is to talk with and steward them, so our donors are comfortable in their decision to donate.
Once that relationship is established, the development officers make sure the donors are included in the
different university events if they choose to be. They want our donors to be involved and meet the type of students they will be supporting in the future. They want them to see the programs and faculty members who will personally benefit from their gift.
Most importantly, our development officers are there to show our donors that Tarleton State truly cares about them, their gift and their legacy. It is that legacy our donors leave us with. Through their gift, their name lives on, making an impact on future generations. At the end of the day, that’s all planned giving is, and Tarleton State is here to help. We make sure that everything is set up and in place so our donors’ wishes can be fulfilled.
Tarleton State is committed to doing the right thing for our donors and hopes to continue earning their trust as we move forward.