Planned Gifts
A Guide to Leaving Your Legacy
Make a lasting impact on future generations by supporting the University of South Alabama. With thoughtful planning, you can design a gift that benefits you, your loved ones, and the University community for years to come.
Why Consider a Planned Gift?
Planned gifts can help you:
- Leave a meaningful legacy that reflects your values
- Support USA beyond your lifetime
- Take advantage of tax-efficient giving strategies
- Provide income for yourself or loved ones
- Preserve assets for your family while giving back
You can give directly or through a variety of gift models designed to meet your financial and estate planning needs.
Planned Giving Options
- Leave a charitable bequest in your will, trust, or codicil.
- Flexible Gift Types: Any dollar amount, a specific asset (real estate, vehicles, art), a percentage of your estate, or the remaining residue of your estate.
- Beneficiary Designation: Name the University as a beneficiary of your retirement accounts, such as an IRA or 401(k).
- Charitable Distribution: If you are 70½ or older, you can make a tax-free distribution directly from your IRA.
Create a trust that provides you or your loved ones with income, with the remaining assets benefiting the University later.
- Make a gift of stocks and securities. Learn more.
- Potential Benefit: You may be eligible to receive capital gains tax savings by giving this way.
- Includes outright gifts, life estates, and bargain sales.
- Stipulations: You may choose how funds from the sale of the donated property are to be used.
- Requirements: To claim a tax contribution, the IRS requires an appraisal with a fair market valuation.
- Approval: All real estate gifts are subject to USA Board of Trustee approval.
- Designate the University as the owner and beneficiary of your policy.
- Consider gifting a policy that has outlasted its original purpose.
- The University may use these gifts or sell them to use the proceeds according to your wishes.
- Requirements: To claim a tax contribution, the IRS requires an appraisal with a fair market valuation.
- Customized Giving: We can tailor your gift to fit your unique situation, allowing you to support what matters most to you while maximizing financial and tax benefits.
- Expert Consultation: Consult with your financial advisor or attorney to determine the best way to structure your gift.
- Directing Your Gift: Designate your planned gifts to enhance existing endowments, establish new ones, or support specific areas that mean the most to you.
If you have made or decide to make a planned gift to the University, we invite you
to join the Legacy Society. The University celebrates the commitment and impact of
all planned giving donors.
Click here to view the Legacy Society Application.
For more information on joining the Legacy Society, contact us today.
To discuss planned giving opportunities or find the option that best fits your goals, contact the Office of Development and Alumni Relations at development@southalabama.edu or (251) 460-7032.
Explore your options online and begin planning your legacy by visiting usalegacy.org.
Our development team is ready to support donors every step of the way.