Texas A&M Foundation 2016 Annual Report
Welcome to the Texas A&M Foundation’s 2016 annual report.

Together We Aspire
As we close out fiscal year 2016 and turn our attention to the business at hand, two themes clearly emerge: aspiration and gratitude.
Just a few years into our Lead by Example comprehensive campaign endeavor, we reached an exciting halfway mark by raising gifts totaling more than $2.3 billion. In collaboration with President Michael K. Young—and with vision from many of you—we aspire to raise $4 billion for Texas A&M University by 2020 in three major areas: Transformational Learning, Discovery and Innovation, and Impact on the State, Nation and World.
Be assured that your gifts make a difference—from an ambitious global access program in the College of Engineering to a creative scholarship initiative for high-achieving incoming freshmen, you have stepped up to push us forward. With your generosity, we broke ground on The Gardens at Texas A&M and soon will begin construction on the new John D. White ’70–Robert L. Walker ’58 Music Activities Center. You are ensuring that our Galveston campus will meet critical needs in the maritime industry, and you are taking care of U.S. veterans who choose Texas A&M.
Your gifts continue to educate leaders of character who are steeped in the history, tradition and pride that fuels our Aggie Spirit. Like you, these students combine their Texas A&M education with our six core values to serve the greater good in their future endeavors.
Thank you for allowing the Texas A&M Foundation to manage your gifts. With your trust and partnership, we aspire to do more for our university and for our world.
Bill Toler '76
Chairman of the Board
Bill TolerTyson Voelkel '96
President
Tyson Voelkel2016Financials

Change in Net Assets
The Foundation's net assets increased 1 percent during the 2016 fiscal year.
in fiscal year 2016
in fiscal year 2016

Total donors

Total number of gifts received

Total value of gifts received

Average gift value

Range of gift value

The A&M Legacy Society recognizes individuals, corporations and organizations whose cumulative giving through Texas A&M University, the Texas A&M Foundation, The Association of Former Students, 12th Man Foundation and George Bush Presidential Library Foundation totals $100,000 or more.
New Members
Total Members
Legacy
Heritage members in the A&M Legacy Society are individuals who have included a gift for the benefit of Texas A&M in their estate plans.
Heritage

Number and Value of Gifts by Class Year
3,499 former students made 6,811 gifts to the Texas A&M Foundation totaling more than $140 million during fiscal year 2016.
Total value of gifts received from former students during fiscal year 2016

Giving by Donor Location
Almost 11,000 gifts totaling more than $178 million came from donors residing in Texas. Donors in California gave 523 gifts totaling more than $34 million, while donors in Illinois contributed 167 gifts for more than $5 million—making those states second and third in total gift value, respectively. Thirty-eight gifts came from donors living overseas.















2015
$88,200,000
Annual total for fiscal year 2015










2016
$103,900,000
Annual total for fiscal year 2016

Increasing Student Burden
Private gifts relieve student financial burden and supplement Texas A&M’s educational budget as state funds continue to decrease and tuition and fees continue to increase.

Total value of planned gifts documented

Number of planned gifts documented

Range of gift value

Value of realized gifts during fiscal year 2016

Value of realized gifts in the last 10 years

Endowment Values by Unit
Shown below is the value of each unit’s endowment held by the Texas A&M Foundation for the benefit of Texas A&M University as of June 30, 2016. The combined value of these endowments totals nearly $1.2 billion.
*Includes Texas A&M University Press, KAMU-TV, Reed Arena, non-designated endowments and endowments with split beneficiaries.

Endowment Performance Over Time
The Foundation invests endowments using asset allocation to maximize growth while safeguarding capital. This chart illustrates the market value of a $100,000 endowed scholarship created in 1980 and its cumulative value of student stipends. This single endowment would have paid out more than $347,300 by 2016.

Long-Term Investment Pool Growth
The long-term investment pool (LTIP)—which has a total value of $1.39 billion—has consistently met or exceeded our portfolio management guidelines, resulting in both the growth of funds available to Texas A&M University and the asset size of the portfolio. The LTIP is composed mostly of endowments, but also includes other non-endowed funds invested for the long term.

Investment Performance
The Foundation has a solid record of investing. Over the years, we have consistently outperformed most peer organizations, ranking in the top or high second investment quartile.

Long-Term Investment Pool Asset Allocation
By investing assets, the Foundation preserves the purchasing power of gifts while providing steady earnings for Texas A&M.
$2.3 billion
Cumulative Giving to
Lead by Example Campaign
$4 billion
2016Impacts
Every gift makes an impact. Here’s a look at how some of your gifts are benefiting Texas A&M University students, faculty, colleges and programs.

An Instrumental Relationship
A $10 million naming gift from the Ed Rachal Foundation for the new John D. White ’70–Robert L. Walker ’58 Music Activities Center brings construction of the facility one step closer to breaking ground.
Read More
Scholarships for the Ages
A dual cash and estate gift from Reta Haynes creates the Haynes Scholars Program, a merit-based scholarship program that supports six students currently and will support dozens of high-caliber undergraduates in the future.
Read More
Brownsville Boost
A gift from Kelly and Mike Hernandez III '83 creates the Brownsville Scholars Program to benefit 10 first-generation students from Brownsville, Texas, in its inaugural year.
Read More
Constructing Opportunities
A faculty fellowship endowed by George Seagraves II '80, a retired executive of homebuilding giant D.R. Horton, helps a professor in the College of Architecture fund student endeavors.
Read More2016Initiatives
The Texas A&M Foundation matches your interests to funding priorities, no matter what your passion. Below are a few of our major fundraising initiatives for the coming year.
Aggie Veteran Scholarships
Empower Aggie veterans.
With hundreds of new veterans expected to enroll at Texas A&M annually and an increasing number of enrolled spouses, the Division of Student Affairs hopes to endow at least 150 scholarships during the next three years to ease the financial needs of Aggies who have valiantly served. Although veterans receive GI Bill benefits, many are unable to complete their degrees within the 36-month limitation, increasing the need for supplemental funds. Scholarships can also ease the oftentimes-challenging transition from military to civilian life.
You may choose to fund one of three types of veteran scholarships, ranging in value from $25,000 to $100,000. All gifts are payable over a five-year period, and because your gift is endowed, it will support Aggie veterans forever with annual stipends.
To learn how you can support Aggie heroes, visit our website or contact Torii Kapavik ’11, director of development for student affairs. You can also watch how Ray Dilworth ’18 (left) is already being impacted by a scholarship.
Give NowThe Gardens at Texas A&M University
Build Texas A&M’s future backyard.
The Gardens at Texas A&M University is a planned, multiphase transformation of a 40-acre area of West Campus into a public teaching garden that will expand the university’s research and outreach. It will include a variety of outdoor venues for activities and learning as well as all types of flora and fauna. This medley of spaces will truly be a place for Aggies to learn, study, entertain and relax.
While Phase 1—named the Leach Teaching Gardens after lead donors Amy ’84 and Tim Leach ’82—is underway, additional private support is needed for future demonstration gardens, an open-air pavilion, a feed-the-world themed courtyard and areas where children can dig into hands-on gardening activities.
Join us in creating a living classroom for educational, inspirational and recreational experiences. Visit gardens.tamu.edu for more information or contact Jon Rigelsky ’02, director of development for the College of Agriculture and Life Sciences.
Give NowGlobal Engineering Experiences
Send engineering students abroad.
Through its Halliburton Global Access Program, the College of Engineering has set an ambitious goal of providing 2,000 engineering students with global experiences each year, which would more than double its current level of student participation in international study. These types of experiences—whether for research, work or class credit—expose students to the world at a formative age and provide them with the skills necessary to create versatile and confident pupils and employees.
The largest impediment to student participation is transportation costs. You can help engineers go abroad by making a one-time $2,000 cash gift to sponsor a student’s airline ticket, or you may choose to endow a larger gift to support more students annually. Contributions of any size to the Global Access Program Travel Fund will also help send students abroad.
To learn more, visit the Global Access Program webpage or contact Jay Roberts ’05, senior director of development for the College of Engineering.
Give NowA New Complex for Aggies by the Sea
Advance maritime education.
Texas A&M University has committed to growing its Galveston campus by adding a new three-phased Academic Complex designed to support the increase of marine and maritime student enrollment. This state-of-the-art, hybrid facility will be fully equipped to bring adventure and discovery into the classroom by utilizing the best technology, laboratories, engaging soft learning spaces and modern lecture halls. As a home to innovative chemistry, systems labs and classrooms designed around small collaborative learning groups, students can tackle complex global issues such as food security and conservation of natural environments.
Through various naming opportunities, such as the second floor Seibel Learning Center, former students, corporations, families, classes and friends may include their names or memorialize a loved one as a permanent part of the Academic Complex by funding a lobby, laboratory, classroom space, student gathering area, office suite or rooftop terrace.
To explore giving opportunities, visit the Academic Complex webpage or contact Rick Kline, senior director of development for Texas A&M University at Galveston.
Give Now2016Thank You
Thank you for visiting the Texas A&M Foundation’s online annual report. We hope you enjoyed reviewing our 2015-2016 highlights and leave inspired about ongoing efforts to enhance and advance Texas A&M University.
No annual report would be complete without a great big Aggie thank you to our donors. Whether a former student, friend, corporation or foundation, we appreciate your generous spirit and commitment to Aggieland. Your contributions support Texas A&M’s third comprehensive campaign, Lead by Example, a $4 billion fundraising endeavor to enhance Texas A&M’s ability to tackle great global challenges while educating future generations of leaders committed to a lifetime of learning. This campaign is a joint effort between Texas A&M University, the Texas A&M Foundation, the 12th Man Foundation, The Association of Former Students and the George Bush Presidential Library Foundation.
You can view the A&M Legacy Society honor roll recognizing our most generous supporters at give.am/LegacySociety2016. We are proud to display the names of these members in Legacy Hall of the Jon L. Hagler Center.