For Professional Advisors

Advisors Guide for Planned Giving

Gifts from Wills and Trusts

Thank you for helping your client with their charitable planning. As a professional advisor, you build client relationships on trust and mutual respect. The same is true for our relationships with our friends and donors.

We understand that each individual's financial, philanthropic, and estate goals are unique. For this reason, we welcome the opportunity to assist you in incorporating your clients' philanthropic objectives into well-crafted estate plans. Furthermore, we encourage prospective donors to consult with their professional advisors before making decisions based on the information we provide.

When making a charitable gift to a nonprofit organization, the written documents must include the charity's legal name, city, and other identifying details.

Please contact Tammy Eskridge by email at Tammy.Eskridge@uah.edu or by phone at 256.824.3447 for additional information regarding:

• ACH/EFT/DIRECT DEPOSIT
• WIRE TRANSFERS
• STOCK TRANSACTIONS

To name University of Alabama Huntsville Foundation in your will or trust, please use the following suggested language:

• Residual Bequest Language
  A residual bequest comes to us after your estate expenses and specific bequests are paid:

I give and devise to University of Alabama Huntsville Foundation, Huntsville, AL, all (or state a percentage) of the rest, residue, and remainder of my estate, both real and personal, to be used for its general support (or for the support of a specific fund or program).

• Specific Bequest Language
  You can also name University of Alabama Huntsville Foundation as a beneficiary of a specific amount from your estate:

I give and devise to University of Alabama Huntsville Foundation, Huntsville, AL, the sum of $ ________________________ (or "____ shares of __________________ stock") to be used for its general support (or for the support of a specific fund or program).

• Contingent Bequest Language
  University of Alabama Huntsville Foundation can be named as a contingent beneficiary in your will or personal trust if one or more of your specific bequests cannot be fulfilled:

If (insert individual heir's name) is not living at the time of my demise, I give and devise University of Alabama Huntsville Foundation, Huntsville, AL, the sum of $ (or "all" or " ___________ percentage of the residue of my estate") to be used for its general support (or for the support of a specific fund or program).

• Donation Information
  All information below will flow through the University of Alabama Huntsville Foundation brokerage account at Twickenham Wealth Advisors.

Disclosure: This information is not intended as legal advice. For more specific advice, please consult your attorney or financial adviser.