Ways to Give

Planned Giving

Business students at Montevallo.

Create Your Legacy at the University of Montevallo

When you give to the University of Montevallo, you not only help us further our mission, but you also play a key role in transforming the lives of UM students and future leaders for generations to come. 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.

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.

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 Kelli J. Holmes at 205-665-6272 for more information.

Find a Plan That’s Right For You – You Have Options

There are many different types of planned gifts and each offers unique advantages. Some planned gifts are revocable, a bequest in your will or living trust, for example, so you can change your mind at any time; or they can be irrevocable, just as outright gifts are, so that you benefit from an immediate income tax deduction. Irrevocable planned gifts are attractive because they are deferred. You part with an asset today, but the actual giving of the asset to us is put off for a while, often until after your lifetime. Until that time, you enjoy the benefits from the gift. You can review Planned Giving Options below.

Planned Giving Options (PDF)