Giving for Their Future

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

Explore Your Opportunities Working in the Texas A&M University Veterinary Medical Teaching Hospital (VMTH), we are privileged to meet many of our clients and hear their stories. Of course, their beloved pets or prized livestock are the theme of our conversations, but we also discuss their passion for the teaching hospital and the ways its faculty, staff and veterinary students have impacted their animals’ lives. Each person involved in an animal’s care possesses a special skill set, and you don’t have to be an Aggie to appreciate it!

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

By providing physical, emotional and medical care for companion animals whose owners can no longer do so, the center is a relief for many pet owners and is a facility unlike any other. For more information, see pages 13-14.

Because of these conversations, we’ve created this booklet to help you explore the unique ways you can support the VMTH, our faculty and programs, or students within the College of Veterinary Medicine & Biomedical Sciences (CVMBS) with a gift from your estate.

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Your gift can thank those who have helped provide for your pet’s care or honor beloved pets or loved ones while also allowing the VMTH to continue providing exceptional care for future animals. While state support and client-generated revenue provide a portion of our operating expenses, these funds only comprise a fraction of what is needed to keep the VMTH on the cutting edge. Donor generosity allows our students to receive life-changing scholarships, helps our faculty conduct valuable research, and provides an avenue for charitable care funds and much-needed hospital improvements.

This booklet explains a variety of planned giving methods and highlights ways you can make an impact in the CVMBS. We hope this information is helpful no matter where you are in your estate planning process. Thank you for your support. We are here to help you!

Sincerely,

The CVMBS Development Team

A bequest could be the most influential gift you ever make.

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 invested 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 ensure that gifts provide the same level of benefit in the future that they do today.

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Explore Your Opportunities Working in the Texas A&M University Veterinary Medical Teaching Hospital (VMTH), we are privileged to meet many of our clients and hear their stories. Of course, their beloved pets or prized livestock are the theme of our conversations, but we also discuss their passion for the teaching hospital and the ways its faculty, staff and veterinary students have impacted their animals’ lives. Each person involved in an animal’s care possesses a special skill set, and you don’t have to be an Aggie to appreciate it!

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

By providing physical, emotional and medical care for companion animals whose owners can no longer do so, the center is a relief for many pet owners and is a facility unlike any other. For more information, see pages 13-14.

Because of these conversations, we’ve created this booklet to help you explore the unique ways you can support the VMTH, our faculty and programs, or students within the College of Veterinary Medicine & Biomedical Sciences (CVMBS) with a gift from your estate.

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Your gift can thank those who have helped provide for your pet’s care or honor beloved pets or loved ones while also allowing the VMTH to continue providing exceptional care for future animals. While state support and client-generated revenue provide a portion of our operating expenses, these funds only comprise a fraction of what is needed to keep the VMTH on the cutting edge. Donor generosity allows our students to receive life-changing scholarships, helps our faculty conduct valuable research, and provides an avenue for charitable care funds and much-needed hospital improvements.

This booklet explains a variety of planned giving methods and highlights ways you can make an impact in the CVMBS. We hope this information is helpful no matter where you are in your estate planning process. Thank you for your support. We are here to help you!

Sincerely,

The CVMBS Development Team

A bequest could be the most influential gift you ever make.

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 invested 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 ensure that gifts provide the same level of benefit in the future that they do today.

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Tailor a gift to your unique needs and interests.

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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Tailor a gift to your unique needs and interests.

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 University has her heart. Her connection to the university hinges upon the love she has for the Aggie veterinarians and veterinarians-in-training who have treated her family of dogs 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).

Griffey’s first gift to the college was a donation of two comfort rooms to the Small Animal 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.

A year later, she established Emma’s Fund to memorialize her great-aunt. The fund assists pet owners who require additional support to afford their pet’s life-saving care at the Veterinary Medical Teaching Hospital (VMTH).

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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 like Danielle Vaden Anderson ‘17 ‘22.

To ensure her generosity continues after her lifetime, Griffey has also left provisions in her estate to support the CVMBS. Her gifts will permanently endow Emma’s Fund, provide scholarships for veterinary students and ensure that all her dogs will have a home in the Stevenson Companion Animal Life-Care Center after her lifetime.

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), which provides student training in mock scenarios and team collaboration.

“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 and his Texas A&M roots for his devotion to my dogs over the years.”

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Funding Future Care Janel Griffey is not an Aggie, but Texas A&M University has her heart. Her connection to the university hinges upon the love she has for the Aggie veterinarians and veterinarians-in-training who have treated her family of dogs 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).

Griffey’s first gift to the college was a donation of two comfort rooms to the Small Animal 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.

A year later, she established Emma’s Fund to memorialize her great-aunt. The fund assists pet owners who require additional support to afford their pet’s life-saving care at the Veterinary Medical Teaching Hospital (VMTH).

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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 like Danielle Vaden Anderson ‘17 ‘22.

To ensure her generosity continues after her lifetime, Griffey has also left provisions in her estate to support the CVMBS. Her gifts will permanently endow Emma’s Fund, provide scholarships for veterinary students and ensure that all her dogs will have a home in the Stevenson Companion Animal Life-Care Center after her lifetime.

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), which provides student training in mock scenarios and team collaboration.

“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 and his Texas A&M roots for his devotion to my dogs over the years.”

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How much you give is up to you. How big it grows is up to us.

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.

Animals Fund in memory of Chris Stehouwer, a Texas A&M University 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.

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

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.

Charitable care funds are also a wonderful way to support the Veterinary Medical Teaching Hospital. In 1997, Capper Thompson created the Capper and Chris Save the

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How much you give is up to you. How big it grows is up to us.

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.

Animals Fund in memory of Chris Stehouwer, a Texas A&M University 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.

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

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.

Charitable care funds are also a wonderful way to support the Veterinary Medical Teaching Hospital. In 1997, Capper Thompson created the Capper and Chris Save the

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Supporting Students Ian Spencer ’21 is one of the future veterinarians who benefits from an endowed scholarship. “The Lorraine Roux MacMahon Scholarship motivated me to continue working through the challenges of the program and provided the financial freedom to make decisions based on what’s best for my career,” Spencer said.

“

It’s encouraging to know that people value the degree enough to help students like me through it.

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Supporting Students Ian Spencer ’21 is one of the future veterinarians who benefits from an endowed scholarship. “The Lorraine Roux MacMahon Scholarship motivated me to continue working through the challenges of the program and provided the financial freedom to make decisions based on what’s best for my career,” Spencer said.

“

It’s encouraging to know that people value the degree enough to help students like me through it.

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The Growth of a Charitable Bequest The graph below illustrates the power of an endowed fund created through a planned gift. Thirty-six years later, the endowment has a market value of $186,048 and provides scholarships to 11 students. Since its creation, the total payout from this endowment amounts to more than $187,000*. $200,000

$186,048 $150,000

$100,000

$71,574 19 84 19 94 19 9 19 5 9 19 6 9 19 7 9 19 8 9 20 9 0 20 0 0 20 1 0 20 2 0 20 3 0 20 4 05 20 0 20 6 0 20 7 0 20 8 0 20 9 1 20 0 11 20 1 20 2 1 20 3 14 20 15 20 16 20 1 20 7 1 20 8 1 20 9 20

$50,000

Market Value

*Because the Foundation’s accounting system only dates to 1994, the endowed fund has likely paid out much more than this amount. The chart above reflects the gap between when the fund was established in 1984 and when the Foundation obtained accounting records in 1994.

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Endowments support future veterinarians like Sierra Key ’18 ’23, a student in the Doctor of Veterinary Medicine program and a student resident at the Stevenson Companion Animal Life-Care Center.

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

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The Growth of a Charitable Bequest The graph below illustrates the power of an endowed fund created through a planned gift. Thirty-six years later, the endowment has a market value of $186,048 and provides scholarships to 11 students. Since its creation, the total payout from this endowment amounts to more than $187,000*. $200,000

$186,048 $150,000

$100,000

$71,574 19 84 19 94 19 9 19 5 9 19 6 9 19 7 9 19 8 9 20 9 0 20 0 0 20 1 0 20 2 0 20 3 0 20 4 05 20 0 20 6 0 20 7 0 20 8 0 20 9 1 20 0 11 20 1 20 2 1 20 3 14 20 15 20 16 20 1 20 7 1 20 8 1 20 9 20

$50,000

Market Value

*Because the Foundation’s accounting system only dates to 1994, the endowed fund has likely paid out much more than this amount. The chart above reflects the gap between when the fund was established in 1984 and when the Foundation obtained accounting records in 1994.

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Endowments support future veterinarians like Sierra Key ’18 ’23, a student in the Doctor of Veterinary Medicine program and a student resident at the Stevenson Companion Animal Life-Care Center.

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

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A Loving Home The only facility of its kind in the nation, the Stevenson Companion Animal LifeCare 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.

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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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.”

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A Loving Home The only facility of its kind in the nation, the Stevenson Companion Animal LifeCare 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.

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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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.”

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Grateful Generosity When Betsy Overholser’s Shetland sheepdog, Kate, was diagnosed with a life-threatening gastrointestinal disease, veterinarians at the College of Veterinary Medicine & Biomedical Sciences’ Small Animal Hospital saved her life. Inspired by this care and the meaningful connections she has forged with the clinicians, students and 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 student pursuing a doctorate in veterinary medicine and will support the college’s Clinical Skills Laboratory, which better prepares students for their veterinary careers.

“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,

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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.

“

This is like coming home for me. I can’t wait to get here every time we visit. Part of the charm of the Small Animal Hospital is getting to know the students. Hearing their stories inspired me to plan this scholarship and inspires me to do more.

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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Grateful Generosity When Betsy Overholser’s Shetland sheepdog, Kate, was diagnosed with a life-threatening gastrointestinal disease, veterinarians at the College of Veterinary Medicine & Biomedical Sciences’ Small Animal Hospital saved her life. Inspired by this care and the meaningful connections she has forged with the clinicians, students and 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 student pursuing a doctorate in veterinary medicine and will support the college’s Clinical Skills Laboratory, which better prepares students for their veterinary careers.

“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,

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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.

“

This is like coming home for me. I can’t wait to get here every time we visit. Part of the charm of the Small Animal Hospital is getting to know the students. Hearing their stories inspired me to plan this scholarship and inspires me to do more.

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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Take the next step in planning your future If you’d like to know more about establishing an endowed fund through a charitable gift in your will or other gift plan, call us at (979) 845-9043 or email us at development@cvm.tamu.edu.

We can send you the information you need to easily include a charitable gift in your estate plans. Our development team will work directly with you, your attorney and other advisors to design the best gift plan for your individual situation and help you cater your gift to your 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, check out our new estate planning e-book at give.am/EBook.

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Take the next step in planning your future If you’d like to know more about establishing an endowed fund through a charitable gift in your will or other gift plan, call us at (979) 845-9043 or email us at development@cvm.tamu.edu.

We can send you the information you need to easily include a charitable gift in your estate plans. Our development team will work directly with you, your attorney and other advisors to design the best gift plan for your individual situation and help you cater your gift to your 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, check out our new estate planning e-book at 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 share 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 kind of 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 or retirement plan, by naming the Foundation as one of your beneficiaries • Real estate or mineral rights

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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?

Heritage membership in the A&M Legacy Society honors individuals and families who have made planned gifts of any size to benefit Texas A&M. Heritage membership benefits include invitations to annual appreciation events and recognition in the Jon L. Hagler Center, the Foundation’s headquarters.

The CVMBS development team also works with donors to personalize recognition and create an avenue for donors to experience their impact.

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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 share 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 kind of 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 or retirement plan, by naming the Foundation as one of your beneficiaries • Real estate or mineral rights

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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?

Heritage membership in the A&M Legacy Society honors individuals and families who have made planned gifts of any size to benefit Texas A&M. Heritage membership benefits include invitations to annual appreciation events and recognition in the Jon L. Hagler Center, the Foundation’s headquarters.

The CVMBS development team also works with donors to personalize recognition and create an avenue for donors to experience their impact.

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The Texas A&M Foundation

For more information, contact:

THE COLLEGE OF VETERINARY MEDICINE & BIOMEDICAL SCIENCES DEVELOPMENT TEAM (979) 845-9043 development@cvm.tamu.edu

The Texas A&M Foundation is a nonprofit organization that builds a brighter future for Texas A&M University, one relationship at a time. Foundation team members are passionate professionals dedicated to purposeful philanthropy and work with former students, corporations and other Texas A&M supporters to match their charitable interests with the university’s priorities. Endowed gifts create scholarships, advance faculty endeavors, enhance student programs and fund new facilities. Gifts to the Texas A&M Foundation for the benefit of Texas A&M University are tax-deductible contributions to the extent allowed by law.

The College of Veterinary Medicine & Biomedical Sciences 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 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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The Texas A&M Foundation

For more information, contact:

THE COLLEGE OF VETERINARY MEDICINE & BIOMEDICAL SCIENCES DEVELOPMENT TEAM (979) 845-9043 development@cvm.tamu.edu

The Texas A&M Foundation is a nonprofit organization that builds a brighter future for Texas A&M University, one relationship at a time. Foundation team members are passionate professionals dedicated to purposeful philanthropy and work with former students, corporations and other Texas A&M supporters to match their charitable interests with the university’s priorities. Endowed gifts create scholarships, advance faculty endeavors, enhance student programs and fund new facilities. Gifts to the Texas A&M Foundation for the benefit of Texas A&M University are tax-deductible contributions to the extent allowed by law.

The College of Veterinary Medicine & Biomedical Sciences 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 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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Texas A&M Foundation 401 George Bush Drive College Station, TX 77840

Join our Family Your pets are more than just animals. They’re family.

And when they come to the veterinarians at Texas A&M University, they become our family, too.

Visit vetmed.tamu.edu/giving to learn more.