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Information for Advisors

As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for Samford’s relationships with our alumni and friends.

We understand that financial, philanthropic and estate goals are unique to the individual. For this reason we welcome the opportunity to assist as you incorporate your clients’ philanthropic objectives into well-crafted estate plans. Furthermore, we encourage prospective donors to consult with their financial advisors before making decisions based on information we provide.

Please feel free to contact us directly for information or assistance on a confidential basis.

Legal Name: Samford University

Tax I.D. Number: 63-0312914

Incorporated In: Alabama

Address: 800 Lakeshore Drive, Birmingham, AL 35229

Person to Call with Questions: C. Stanley Davis, J.D., CFP, Director of Gift Planning

Telephone: (205) 726-2807 or 1-877-782-5867 (toll-free)

Fax: (205) 726-4164

DTC Number: 5198 (Merrill Lynch Birmingham)
Account Number: 524-04026 (Samford University)
Representatives: William Grooms and Tom Armstrong
Telephone: (205) 326-9626 and (205) 326-9678
Fax: (205) 453-1725

Important: Please call or fax the Samford Office of Gift Planning if your client is transferring securities. In order to connect your client to the gift, we need to know what is being transferred, your client’s name and intended purpose of the gift.