Planned Giving Document Your Gift Form

A Gift to the University of West Alabama Foundation
A practical way to make a planned gift to the University of West Alabama Foundation is to include UWA in your will or revocable trust, or as a beneficiary of your retirement plan or life insurance. If you have already made a provision to include UWA in your financial planning, please notify us by completing this form. By documenting your bequest intention, UWA will have an opportunity to recognize your generous support in your lifetime.

Information provided to signify your bequest intention to UWA will remain completely confidential unless you authorize UWA to publicize your gift. UWA understands that all bequest provisions are revocable, and any intentions stated here are not binding on you or your estate.
I have made revocable gift commitments for the University of West Alabama Foundation as follows (check all that apply):

BequestLife Insurance PolicyIRA or other retirement planOther asset
Bequest Approximate Value $
Life Insurance Policy Approximate Value $
IRS or Other Retirement Plan Approximate Value $
Other Asset Approximate Value $
Recognition (Select one.)*

I/we accept membership into the Livingston Legacy Society (recognition society for donors who have included the University of West Alabama Foundation in their estate plan). Please publish my/our name(s) among your lists of Livingston Legacy Society members.Please do not list my/our name(s) publicly.
How exactly should your name(s) appear if published?
Signature*

Clear
Date*

MonthDayYear
Date
Name*

First NameLast Name
Signature

Clear
Date

MonthDayYear
Date
Name

First NameLast Name
Contact information - representative of my estate:
Name

First NameLast Name
Roll
Phone Number
Please enter a valid phone number.
Email
example@example.com
File Upload - attach documentation from your will, retirement plan, life insurance policy or trust

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If your gift is for a percentage of your estate, rather than a fixed amount, UWA will be happy to use your good faith estimate of the current value based on this percentage. While not required, you may wish to include a copy of the relevant portion of related documents.
Should be Empty:

A Gift to the University of West Alabama Foundation

Contact information - representative of my estate: