YOUR PLANNED GIFT TODAY WILL IMPACT AUBURN’S FUTURE GENERATIONS.

When it comes to providing extraordinary educational experiences for our students, there are many giving options to choose from besides simply writing a check. Planned gifts, also known as bequests or estate gifts, are another way to support Auburn’s future through a gift today while at the same time meeting your own philanthropic and financial goals.

Through planned gifts, donors can help secure Auburn’s future today.

Common Types of Planned Gifts

Beneficiary Designation

An easy and often overlooked way to support Auburn and is to make Auburn the beneficiary of a bank or investment account, IRA, 401(k), or other retirement-related accounts. Simply completing a change of beneficiary form you can obtain from your investment management company will complete this type of gift.

Bequest/Living Trust Gifts

After providing for their family and loved ones, donors’ wills or living trusts can be used to leave a legacy to Auburn and a source of financial support for a purpose of a donor’s choosing. A member of our development team can help ensure your wishes are clearly outlined through a gift agreement.

Charitable Lead Trusts

These types of trusts provide an asset that produces an income stream to Auburn, which can be directed to a purpose of the donor’s choosing. This income stream can range from a specified number of years to the donors’ lifetimes. At the end of this defined period, the income stream to the university is terminated and the underlying asset either reverts to the donor or to the heir or heirs designated by the donor.

Life Income Gifts

A creative way donors can support Auburn is through a gifts such as charitable remainder trusts (CRTs) and gift annuities that provide the donor or the donor and donor’s partner with an income for life. These gifts provide a variety of current and future tax benefits for the donor and after-death benefits for Auburn. Our planned giving team can assist donors by providing financial calculations based on individual circumstances.

Additional Planned Giving Resources

Contact Us

If you wish to discuss your gift planning goals or have questions of our team, please contact any member of the Office of Gift Planning, call us at 334.844.7375, or email us at plannedgiving@auburn.edu.

Please mail any correspondence to:

Office of Gift Planning
317 S. College St.
Auburn, AL 36849-5137

Alesia Davenport , CFP, MA, CEP
Senior Director of Planned Giving
334.844.1135
davenport@auburn.edu
Phillip Cowart Phillip O. Cowart '83
Associate Director
334.844.3080
pcowart@auburn.edu
Gary Webb Gary L. Webb '74, CLU, ChFC
Associate Director
334.844.7932
garywebb@auburn.edu
Jennifer Delmore Jennifer Delmore '04
Development Coordinator
334.844.7323
jenniferj@auburn.edu
Erin Simon Erin L. Simon ’06, JD
Development Coordinator
(334) 844-3056
simonel@auburn.edu
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