Your donation to the University of Alabama at Birmingham doesn't have to come all at one time. There is a way that your support can be given today and tomorrow through what is called a "blended gift."
This approach to giving can take many forms. The common thread is the combination of current and future gifts. To take advantage of the blended gift approach, you select a way to donate today that makes sense for your situation. Then you choose a way to continue that generosity in the future through a deferred gift.
|Gifts Made Today||Combined With||Gifts Made Tomorrow|
|Cash||Bequest in Will/Trust|
|Stocks and Securities||IRA/Retirement Plan Assets|
|Real Estate||Life Insurance|
|Life Income Gifts||Beneficiary Designations|
|* Charitable Gift Annuity|
|* Charitable Remainder Trust|
An Example of How It Works
Mary has supported UAB for more than 20 years. She has made gifts of cash or stock each year. Supporting our mission brings her immense satisfaction and allows her to model her philanthropic values for her family.
But Mary wonders what will happen to the programs made possible through her annual gifts after she passes away. Her financial advisor suggests adding a bequest to Mary's will to extend her support far into the future.
Mary adds a bequest in her will for $125,000 to go to our endowment fund. We only use a portion of the endowment each year to support our services and programs. The remainder is reinvested, which allows it to grow and support Mary's annual payouts indefinitely.
Thanks to her careful planning, the programs and goals most important to Mary will thrive during and after her lifetime.
How Will You Blend Your Support?
Please contact the Office of Planned Giving at (205) 996-7533 or firstname.lastname@example.org to explore your many options for blending your current support with a gift in your estate plan that will extend your legacy at UAB for years to come.
- Contact the Office of Planned Giving at (205) 996-7533 or email@example.com for additional information on bequests or to chat more about the different options for including UAB in your will or estate plan.
- Seek the advice of your financial or legal advisor.
- If you include UAB in your plans, please use our legal name and federal tax ID.
Legal Name: The Board of Trustees of The University of Alabama for The University of Alabama at Birmingham
Address: 1720 2nd Avenue South, AB 1270, Birmingham, AL 35294-0112
Federal Tax ID Number: UAB Tax I.D. Number: 63-6005396 UABEF Tax I.D. Number: 63-6155094
QUESTIONS? I CAN HELP.
Kimberley S. Coppock, J.D.
Director of Development
Office of Planned Giving
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.