ESTATE PLANNING

Estate planning can be an invaluable opportunity to consider not only your personal philanthropic goals, but also the values and legacy you would like to leave for future generations. Donors of all income levels and financial capabilities can support Auburn through thoughtful gift planning.

There are a variety of giving instruments that can help you achieve your goals.

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 changing your beneficiary will complete this type of gift.

Wills or Living Trusts
After providing for your family and loved ones, wills or living trusts can be used to leave a legacy to Auburn and support an area of your choosing. A member of our development team can help ensure your wishes are clearly outlined through a gift agreement.

Qualified Charitable Distribution (QCD)
You can make a difference at Auburn now through the wise use of your required minimum distribution (RMD) from your IRA. Because you must withdraw a portion of your IRA each year based on your age, and that withdrawal is taxed, it may be beneficial to you to gift your distribution to Auburn University.

If you are 70½ years old or older, you can direct up to $100,000 from your IRA to the Auburn University Foundation each year. It is easy to make a qualified charitable distribution from your IRA — simply request a QCD form from your IRA administrator.

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 your choosing. This income stream can range from a specified number of years to the your lifetime. At the end of this defined period, the income stream to the university is terminated and the underlying asset either reverts to you or to the heir or heirs designated by you.

Life Income Gifts
A creative way to support Auburn is through charitable remainder trusts (CRTs) and gift annuities that provide income for life. These gifts provide a variety of current and future tax benefits for you and after-death benefits for Auburn. Our planned giving team can assist you with financial calculations based on individual circumstances.

As a planned giving donor, you partner with Auburn to create future opportunities and further our commitment to educational excellence.

We invite you to consider establishing a planned gift to Auburn that supports your personal and financial objectives. Let us help you plan and design and gift that benefits Auburn University, but more importantly, honors your philanthropic goals and intentions.

To discuss your planned gift, or learn more about the possibilities, contact our Office of Gift Planning at (334) 844-7375 or plannedgiving@auburn.edu.

Correspondence can be mailed to:

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

Contact Auburn University’s estate planning professionals in the Office of Gift Planning at (334) 844-7375 or plannedgiving@auburn.edu.