Samford University

Testamentary Life-Income Gifts
(Is this gift for you?)

Create a testamentary life-income gift in your estate plan if ...

• You want to make a significant gift to Samford University but must also provide for family.
• You are looking for tools to reduce the tax liability your estate will bear.
• You want to direct income to a special-needs family member, to an employee or caregiver, or to beneficiaries who do not need a large outright bequest.

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.