Gifts through a will

Making TMI a beneficiary or a partial beneficiary of a will is easy.  A simple codicil, or addendum, is all a donor needs. A donor can add to a will in several ways:

  1. Leave an outright gift of money
  2. Leave a percentage of an estate
  3. Make TMI the residual beneficiary of an estate
  4. Leave a specific asset in an estate (a piece of real estate, interest in a business, stock account, a savings account, a bond fund, etc.)

Sample Will Language

You may find it helpful to have sample will language to share with an attorney:
 
I give, devise, and bequeath to Texas Military Institute, a non-profit Texas corporation, located at 20955 West Tejas Trail, San Antonio, Texas, the sum of $____ (or, ____ percent of my estate, or, ____ percent of the residue of my estate) to be used for such purposes as the Board of Governors determines at the time this bequest becomes effective.

Example:  As John would like to leave a legacy, he adds a codicil to his will providing that 10% of his estate, after the specific bequests he makes to family and friends, goes to TMI.  John knows that he has provided a long-term benefit to a cause important to him.

Have Questions?

For more information on ways to give to TMI or to find out how you can submit your gift to TMI, please contact our Advancement Department, at advancement@tmi-sa.org.

Please remember that when making a financial decision, you should always seek the opinion of your professional tax adviser or legal counsel.
 
MISSION: TMI provides an exceptional education with values based on the teachings of Jesus Christ that challenge motivated students to develop their full potential in service and leadership.
Notice of Non-Discrimination

Based on receipt of federal financial assistance through a Paycheck Protection Program loan administered through the U.S. Small Business Administration (SBA) under the CAREs Act, the School acknowledges its obligation to prohibit discrimination, harassment, or retaliation on the basis of race, color, age, national origin, sex, citizenship status, genetic information, handicap or disability in admissions, access, employment, tuition assistance, educational policies, or other school administered student and employee programs and activities. Questions regarding the School’s compliance with the application and administration of the School’s nondiscrimination policies should be directed to Matt Duke, Chief Business Officer, (210) 564-6140, m.duke@tmi-sa.org, 20955 W. Tejas Trail, San Antonio, TX 78257, or to the U.S. Department of Education's Office for Civil Rights (OCR) or to the SBA. Please refer to the School’s SBA Non-Discrimination Compliance Policy on the School’s website for information on how to file complaints with OCR or the SBA.

This notice will remain in effect until the School has satisfied and paid off the SBA Paycheck Protection Loan.
TMI Episcopal
20955 W. Tejas Trail
San Antonio TX 78257
phone (210) 698-7171
fax (210) 698-0715