Guardian Society

What Will Your Legacy Be?

Donors who have named Texas State in their estate plans are eligible for lifetime membership in the Guardian Society. Their support represents an investment in the future of Texas State and ensures the availability of funds to sustain the university in years to come.

To become a member of the Guardian Society, donors name Texas State University as a beneficiary in a:

  • Bequest provision in your will or revocable trust;
  • Life insurance policy;
  • Life-income gift such as a charitable remainder trust or a charitable gift annuity; or
  • Gift or assignment of qualified retirement plan assets such as an IRA, 401(k) or 403(b).

Benefits of Membership

Planned gifts create a meaningful legacy at Texas State, providing long-range support that will shape the university far into the future. As a member of the Guardian Society, the university will provide the following:

  • A complimentary subscription to Hillviews magazine, which publishes three times a year;
  • An invitation to an annual event with university leaders, faculty and students; and
  • An invitation to attend other specially selected events.

Those who make a documented planned gift will also be considered a member of the Pillar Society or designated as a Texas State Hero, depending on the level of the gift.

  • Anyone who makes a planned gift greater than $100,000, but less than $1 million will also be considered a member of the Pillar Society.
  • Anyone who makes a planned gift of $1 million or greater may be considered a Hero based upon their previous giving and relationship to the university.

Join Now

Contact Dan Perry, assistant vice president of University Advancement, at 512-245-4055 or by email at You may indicate any amount you wish and decide which areas or programs you want your gift to support. Communication with us is strictly confidential. Texas State will ensure that your wishes will be carried out exactly the way you choose.

A charitable bequest is one or two sentences in your will or living trust that leave to Texas State University a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to Texas State University, a nonprofit corporation currently located at 601 University Drive, JCK 960, San Marcos, Texas 78666-4684, or its successor thereto, ______________* [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Texas State or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Texas State as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Texas State as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Texas State where you agree to make a gift to Texas State and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.

eBrochure Request Form

Please provide the following information to view the brochure.