Samford University

Charitable Gift Annuities (for age 75+)
(“Peace of mind” income for life)

How it works

You transfer cash or securities to Samford.

Samford pays you, or up to two annuitants you name, a lifetime annuity.

The remainder passes to Samford.

Benefits

• You receive an immediate income tax deduction for a portion of your gift.
• Your lifetime annuity is backed by a reserve and the full assets of Samford University.
• Your annuity payments are part ordinary income, part capital gains, and part tax-free income.
• You have the satisfaction of making a significant gift that benefits you now and Samford later.

For more information

Email us, complete the personal illustration form, or call us at (205) 726-2807 so that we can assist you through every step of the process.