Planned Giving

The Office of Major Gifts & Planned Giving helps alumni and friends create charitable gift plans that maximize their intentions for the University while implementing their plans to provide for themselves and their heirs.  In addition to helping the University of Montevallo maintain a solid tradition of excellence, planned giving can reduce or eliminate capital gains taxes, generate a charitable income tax deduction, reduce or eliminate gift and estate taxes, and provide income for life.

While we welcome and encourage outright gifts, planned gifts offer additional ways to support the University, and provide very specific tax advantages. Every planned gift helps the University carry out its mission of excellence and service in education. Your estate gift ensures that your voice and values, your legacy, will remain at the University of Montevallo long after you are gone.

The information contained on this and the following web pages is not intended as legal or tax advice. Donors should, therefore, consult with their personal advisors for such advice.