A Bequest in Your Will or Living Trust
Steve: Although Marlene and I are not Samford alumni, Samford is important to both of us. My grandfather was close to Frank P. Samford and Harwell G. Davis. Through my desire to continue the legacy of his investments in the University, I have grown to appreciate the quality of education at Samford and atmosphere of Christian values.
We support Samford with current gifts, but we have talked about doing more. In a Seasons magazine, we saw the names listed in the DeVotie Heritage Society, each one representing a planned estate gift to Samford. We decided to join the list.
We met with our lawyer to revise our wills, we each included a provision for Samford. Our lawyer put language in the will that allows a percentage of our estate to go to Samford. This was easy to arrange and allows us to use our assets during lifetime as we need them.
We will do our part during our lives, but it feels good to know that our support will continue beyond our lifetime to help Samford impact students far into the future.
You can make a gift without affecting your asset balance or cash flow during your lifetime.
A bequest may be a specific gift, all or a percentage of your estate or what remains after specific bequests to loved ones, and bequests to Samford are not subject to "death taxes."
You also may want to make it easy and convenient to have a bequest included in your will. The language below shows how a bequest can very easily be included in your will.
View our Legacy brochure.
