PLANNED GIVING

• Gift Planning
• What to Give
• Income to You
• Providing for Heirs
• Charitable Annuities
• Will or Living Trust
• Retirement Plans
• Reach Many Goals
• Gifts of Homes
• Compare the Benefits
• Information for Advisors
• The Denny Society
• Contact 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

Exploring the Options

There are many ways to make gifts to UA that feature income for you and/or others you choose for a period of time. There are also ways to provide income for charitable use today, with assets passing to your loved ones while reducing or eliminating probate, estate and gift tax and other expenses.

Click on your choice below for more information:

• Charitable Gift Annuities that feature generous fixed payments for life.
   
• Charitable Remainder Trusts that feature a choice of fixed income or income that can fluctuate with investment returns.
   
• Pooled Income Fund gifts that allow you to make gifts that are invested with those of others and pay whatever amount is earned on your share of the fund.
   
• Gifts of Remainder Interests in a home that feature tax and other benefits, while allowing you to enjoy the use of the property for the remainder of your lifetime and/or that of your spouse or other loved one.
   
• Charitable Lead Trusts that provide temporary income for charitable purposes with an eventual tax-favored inheritance for your heirs.

Return to Gifts that Provide Income to You and Others.