Consolidated Appropriations Act 2023 (CAA) and Your Support

How Will You Leave Your Legacy?

A legacy gift enables you to support UAH, secures the financial needs of your loved ones, and provides you with tax benefits. Legacy gifts of all sizes help us meet our current goals and reach further into the future.

By including UAH in your will or trust, naming the school as a beneficiary of all or part of a life insurance policy, or taking advantage of other giving opportunities, you can preserve your assets now and support UAH for years to come. Your gift will have a real and lasting impact.

Let us help you make the gift that's right for you. Request a confidential conversation to begin your legacy.

Get in Touch with Us

Join Now

Richardson Shaver Thrasher (RST) Society

When you make a gift to UAH from your will or trust, you'll be welcomed into the Richardson Shaver Thrasher (RST) Society and join other supporters and friends of our important mission. Is UAH already in your plans? Please let us know so we can properly thank you and make sure your gift will be used as you've intended.

Join Now Document Your Gift

If you've already included UAH in your plans, please let us know so we can properly thank you and make sure your gift will be used as you've intended.

How to Give

Not only do you have options for how your gift will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when.

Gifts From Your Will
General Bequest

Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.

Beneficiary Gifts
Retirement Accounts

Naming UAH as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other Donor-Advised Funds, will accomplish a charitable goal while realizing significant tax savings.

Gifts of Stock
Appreciated Stock

When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, you'll receive charitable deductions at full, fair market value while reducing capital gains impact.

Charitable IRA Rollover
Charitable IRA Rollover

If you're 70 ½ or older, you can make a gift directly from your IRA to UAH . While there is no charitable deduction for a rollover gift, you do avoid the income tax on the donated portion of your required minimum distribution.

Donor-Advised Funds
Beneficiary Designation and Grants

Designate UAH as a beneficiary to receive all or a portion of the balance of your Donor-Advised Fund (DAF) through your fund administrator. You also can make a grant to us at any time from your Donor-Advised Fund.

Gifts of Life Insurance
Beneficiary Designation and Paid-Up Policies

Name UAH as the beneficiary of an existing life insurance policy; donate an existing, paid-up life insurance policy you no longer need; or purchase a new life insurance policy and name UAH as the owner and beneficiary.

Gifts That Pay You
Charitable Gift Annuity

You can turn underperforming assets (stock, cash in a savings account, CDs, savings bonds, etc.) into a gift to UAH that provides income to you. Your Charitable Gift Annuity will give you quarterly, fixed payments for life and tax benefits, too.

Meet Our Donors

Donors just like you have made a real impact just by adding a few words to their will or using one of the many giving options available.

We hold an annual tea at Lowe House to celebrate the Richardson Shaver Thrasher (RST) Society's dedication and commitment to the future of UAH.

UAH Planned Giving Advisory Board

The Planned Giving Advisory Board is a team of skilled and dedicated professionals who generously volunteer their time, expertise, and resources to support the mission and legacy planning initiatives of University of Alabama Huntsville Foundation (UAH). The Advisory Board members possess specialized knowledge in estate planning, including accounting, law, principal, investment real estate, financial planning, trusts, and/or community advocacy.

  • Liz Abel ’81, Lanier Ford, Estate Planning Attorney
  • Carol Collinsworth, Trustmark, Trust Officer
  • Lauren Cooper, Longview Financial Advisors, Inc., Certified Financial Advisor, RST Society
  • Jay Dryden, Vector Wealth Strategies, LLC, Certified Financial Planner/Managing Partner
  • Scott Faulkner ’13, Lanier Ford, Tax Attorney
  • Dorcas S. Harris ’94, Retired Director of Planned Giving, RST Society
  • Adam Hoekenschnieder, Brodowski, McCurry, Miller, & Hoekenschnieder, Estate Planning Attorney
  • Nick Jackson, Vector Wealth Strategies, LLC, Certified Financial Planner
  • Ashley Jones ’90, Lanier Ford, Estate Planning Attorney
  • Chris Kern, Pinnacle Financial Partners, Financial Advisor
  • Josh A. Magette '12, Raymond James, Financial Advisor
  • Doug Martinson, II, Martinson & Beason, PC, Estate Planning Attorney
  • Jerry Mercer ’83, Mercer & Associates, Certified Public Accountant
  • Amanda Overby, Raymond James, Certified Financial Planner
  • Ron Poteat, Jr., Retired Banker, UAH Foundation Board of Trustees, RST Society
  • JoAnn Perez, Perez Law, P.C., Estate Planning Attorney/Founder
  • Donny Rye, Merrill Lynch Wealth Management, Wealth Management Advisor
  • Dr. Janis Simpson, Retired Educator, RST Society
  • Jessica Smith, Longview Financial Advisors, Inc., Certified Financial Planner/President
  • Chris Wiginton, Maynard Nexsen, Estate Planning Attorney

Contact Us

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Let us know how we can help you include UAH in your estate plans. Discussing your charitable intentions with us can lead to a much better result than going it alone - and will ensure that your gift is used just as you wish.

Contact Us