In today's economy, the importance of accurate individual and family financial planning carries with it possibilities in many areas. A gift to Tarleton can bring certain financial benefits to you, the donor. By including Tarleton State University in your charitable and financial planning through a planned or deferred gift, you can take full advantage of the opportunity to reduce or eliminate taxes, convert low-yielding assets into a higher income stream at a reduced capital gains cost, earn investment income, make important provisions in your will, and most important of all, assist Tarleton State University in continuing the tradition of excellence that has become a part of our heritage. Tarleton State University Office of Planned Giving The Office of Planned Giving was created at Tarleton State University in 1995, but many generous people with great foresight had included planned gifts in their estate plans for many previous years. Over the years of Tarleton's great history, former opportunities for planned giving have enabled many donors to make substantial gifts to Tarleton State University in ways that have complemented their personal financial planning.
Donors often find that a combination of planned gifts produces the best results.
We are happy to meet with donors and their financial advisors to design the most advantageous ways of giving. The Office of Planned Giving is a component of the Office of Development at Tarleton State University. Click here for more information regarding the Office of Development. Inc. While many planned gifts are available for the University to administer, there are several types of gifts that require special considerations. Inc. The Planned Giving Officer at Tarleton will be pleased to discuss all types of deferred giving with you and direct you to additional resources that can help you make your decision.