Bequests

Making a gift in your will to friends, family, and the University of Montevallo Foundation is one of the simplest ways to remember those you care about most.  More...

Gifts of Life Insurance

You can donate a life insurance policy to the University of Montevallo Foundation or simply the Foundation as the beneficiary.  More...

Gifts of Retirement Plan Assets

Did you know that up to 65% of your retirement plan may be taxed at your death before your beneficiary receives it?  More...

Charitable Remainder Trust

What are your plans for the future?  In the right circumstances, this plan can increase your income, reduce your taxes, and rid you of investment worries.  More...

Charitable Lead Trust

If your goal is to provide an inheritance for your children, but you would also like to make a charitable gift through your estate, find out how a charitable lead trust can help you satisfy these objectives.  More...

Real Estate and Tangible Property

The University of Montevallo Foundation gladly accepts gifts of tangible personal property that the University would otherwise need to purchase or that further the endeavors of the University's educational communities.  More...

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

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