For Professional Advisors

Attorneys, accountants, financial and wealth advisors, insurance agents, and financial planners play a critical role in fulfilling the life, estate, and charitable plans of philanthropists. To assist in this process, the professional staff of The University of Alabama is available to help clients craft meaningful, charitable plans that reflect their wishes accurately and completely.

Our staff is familiar with the broad range of gift opportunities available at the University, gift acceptance policies, and the many giving vehicles including trusts and retirement plans. Most important, we listen and respond to the needs and concerns of those individuals and families who want The University of Alabama to advance the intellectual and social condition of the people of the state, the nation, and the world through the creation, translation, and dissemination of knowledge with an emphasis on quality programs in the areas of teaching, research, and service.

We invite advisors to contact us when they have questions regarding charitable gifts to the University or when clients need assistance to explore the charitable legacy that would be most meaningful to them.

Legal name: The Board of Trustees of The University of Alabama
Federal Tax ID Number: 63-6001138
Box 870123, Tuscaloosa, AL 35487