UNIVERSITY of MOBILE FOUNDATION


"Planned giving offers donors the opportunity to make a much larger gift than they may otherwise be able to make.
Often these gifts are transformative for the university, enabling UM to continue providing the educational environment that honors Christ while preparing students to pursue their professional calling,"

– Brian P. Boyle


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Creating a Lasting Foundation

Many donors may not realize the capacity they have to positively impact the lives of students, faculty and the University of Mobile for generations. It’s true that most donors cannot afford to make a major gift to the university at a given moment in their lives, but planned giving provides an avenue through which the same people can give more than they ever thought possible.

Planned gifts are typically the largest and most significant gift a donor will ever make. At UM, the evidence of planned giving and the effectiveness of such generosity is clearly seen across the institution. Through the years, the university's most generous benefactors have funded scholarships, chairs and professorships, campus infrastructure and many other areas of critical need through planned gifts.

Other than making a significant impact on UM, another benefit of planned giving is the potential for tax advantages for the donor. These advantages could be substantial, and may provide immediate deductions and/or greatly reduced estate taxes in the future. This is especially true when securities, properties and other assets that have appreciated in value may be involved. The total income, estate and capital gains tax savings, when combined with lower probate expenses, are typically quite significant.

The University of Mobile recommends all planned giving be done with the advice of tax professionals and legal counsel. In cases where donors don’t have their own financial advisor, UM can introduce them to PhilanthroCorp. PhilanthroCorp is an estate planning firm founded on Christian principles, and through an agreement with UM, they make their services available to donors without any cost or obligation. They do not sell insurance or any other products, and they do not make a commission. They simply study the donor’s information and develop an estate plan that will maximize their goals while minimizing taxes.

GIVING OPTIONS


A representative from the Office of Advancement is happy to meet with you and your financial advisor to discuss your giving options. Please consult your financial advisor for details about each option below.


Cash Donation

A gift of cash is a simple and easy way for you to make a gift to The University of Mobile.


Donor Advised Funds

Making a distribution from your Donor Advised Funds to The University of Mobile is a great way to make a gift.


Stocks & Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to the university.


Real Estate

Donating appreciated real estates, such as a home, vacation property, undeveloped land or commercial property, can make a great gift.


IRA Rollover

If you are 70 or older, you can transfer up to $100,000 directly from your IRA to the university every year without paying income taxes.


Your Will

You can designate The University of Mobile to receive a bequest through your will or trust.


Life Insurance

A gift of life insurance is a great way to leverage your impact at UM, allowing you to make a sizable gift for pennies on the dollar.


Life Estate

Gift your real estate to the university. Take a tax deduction, but retain the right to use the property during the remainder of your life.


Charitable Remainder Unitrust

The trust sells your property tax free and provides you with income for life.


Charitable Remainder Annuity Trust

The trust sells your property tax free and provides you with fixed income for life or a term of years.


Charitable Gift Annuity

Make a gift to the university, get a tax deduction and receive payments for life.


Contact Us
If you have any questions about your giving options, please contact us. We would be happy to assist you and answer any questions that you have.