The Office of University Advancement and Alumni Affairs 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. Please contact University Advancement at 205-665-6215 or Scott Dillard at 205-665-6221 for more information.
The purpose of the 1896 Society is to recognize and thank the individuals who have made the University of Montevallo Foundation a part of their estate plans. Ways to give include bequests, life insurance, retirement plans, charitable gift annuities, charitable trusts and real estate.
Make a difference in the lives of tomorrow’s students by becoming a member of the 1896 Society today! Please contact Scott Dillard at 205-665-6221 if you would like more information on how you can leave a legacy.
Methods of Planned Giving
Several methods of planned giving are available. Some of the more common methods are:
Gifts of Life Insurance
Gifts of Retirement Plans Assets
Charitable Remainder Trust
Charitable Lead Trust
Real Estate and Tangible Property
Charitable IRA Rollover
Finding the Right Gift
This document contains a comparison of gift types and the benefits of each.
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.