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Make a Gift Tax-Free With An IRA

A Tax-Saving Way to Help The University of Alabama

If you are 70½ years old or older, you can take advantage of a simple way to benefit The University of Alabama and receive tax benefits in return. You can give any amount up to $100,000 per year from your IRA directly to a qualified... Read More

End the Year on a High Note: Check In on Your Estate

The following tips will give you a head start on end-of-year organizing (at least where your estate plan is concerned). Review your current will and trusts. Your will and trusts may need to be updated because your family situation or goals changed.... Read More

A Pie Analogy for Giving

Picture your estate as a pie. When you decide whom you want to share it with, you can cut big slices, little slices or somewhere in between. We talk to many supporters of The University of Alabama who worry that leaving a gift in their will to The University of Alabama may... Read More

3 Common Planned Giving Myths, Busted

If you hear “planned giving” or “legacy giving” and think it is for people older or wealthier than you—or that it is just too confusing—check out these common myths and the truths behind them. First, What Is Planned... Read More