The University of Alabama, Founded 1831

PLANNED GIVING

 
Office of University Advancement
284 Rose Administration
Box 870122
Tuscaloosa, AL 35487
phone: (205) 348-4767
toll-free: (888) 875-4438
fax: (205) 348-8871
mailbox@advancement.ua.edu

Gifts that Provide Income to You and Others

Two UA students talking and laughingDid you know it is possible to make a gift to fund University programs while retaining income for you and/or your loved ones? In fact, you can choose from among several ways to give to The University of Alabama that feature income for life or other period of time.

Those who make use of these gift plans may find they can give more than they ever thought possible when they discover the additional benefits of tax savings, professional asset management, and regular payments for a time period they choose.

They also find that making significant gifts need not mean sacrificing their own or their loved ones' financial security. In fact, giving in this way can result in meeting a number of goals by helping one:

  • Increase income from low-yielding stocks, bonds, or other assets.
  • Enjoy generous income payments to help cover expenses in pre-retirement years.
  • Create a supplemental source of retirement income that is permanently set apart from other assets.
  • Assure a protected income for a spouse or other surviving loved ones.
  • Arrange to provide funds to assist parents in later years, if desired.
  • Plan to cover educational or other expenses for children or grandchildren.

Summary of plans that feature income for you and/or your charitable interests.

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