U N I V E R S I T Y
O F
S O U T H
A L A B A M A
WINTER 2010
Taking the
L
ea
d
President
“ L e a d e rs h i p t h ro u g h c h a ri t a bl e g i v i n g
at the University of South Alabama”
Letter from the
Dear Friends,
It is hard to believe that our historic
“Campaign USA” is now complete.
Thank you again for making USA’s first
comprehensive campaign a resounding
success. Countless people are being
touched every day by the campaign’s
legacy, whether it is:
• a student who can continue his or
her education with the assistance of
a scholarship,
• a patient whose life has been saved
or improved through our health
system,
• a faculty member whose research is
enhanced by donated equipment
and facilities, or,
• a citizen whose spirit is lifted
through our enhanced art, cultural,
and athletic programs.
Your generosity lives on not only
through the ongoing fulfillment of
pledges, but through new philanthropy
that is helping us to achieve our goals of
teaching, research, service and health
INSIDE
this
ISSUE
care. USA’s alumni and supporters each
day are raising the bar in the level of
support we can provide the many
constituencies that we serve.
Even in the face of our global
economic challenges, your University is
healthy and vibrant. Here are a few
headlines from campus:
• USA’s enrollment is at record levels,
hitting 14,757 this fall.
• Our alumni family continues to
grow, with more than 66,000
degrees now awarded.
• Our health system will touch
250,000 patients each year,
including 44,000 served by the
Mitchell Cancer Institute.
• USA’s football and marching band
programs began with an undefeated
first season that attracted 128,000
fans.
• Our campus continues to mature,
as we have completed a state-of-theart building for Nursing and Allied
Health Professions and a new
football field house; neared
completion of the Moulton Tower
and Alumni Plaza; and broke
ground on Shelby Hall, the new
home for Engineering and
Computing Sciences, among other
projects.
USA is on the move. Your giving has
never been more important to sustain
our momentum and provide the margin
of higher education excellence that only
philanthropy can enable. We thank you
for your confidence and your continued
support.
Sincerely,
V. Gordon Moulton, President
USA Wins Award ............................2
Alumni Leadership..........................3
Celebrate Hope ..............................4
Perfect Season .................................6
Upcoming Events ............................7
DEVELOPMENT AND
ALUMNI RELATIONS
Taking the Lead
Page 2
A Message from the Vice President
Dr. Joseph F. Busta, Jr.
Vice President for Development and Alumni Relations
Campaign USA: Leadership has ended, but the impact of the Campaign has not,
and the on-going level of annual private gift support for the University of South
Alabama has been permanently increased as a result. Gift support for USA in 200910 will be significantly higher than it was in the last year prior to the Campaign.
With gifts to the Campaign coming from all fifty states, and even other countries, it’s
not just our local community that is providing increased support for scholarships,
new technology, and enhanced healthcare. The momentum created by Campaign
USA will have a continuous and long lasting effect on the University of South
Alabama, and proof of that lies in the gift related stories in this issue of “Taking the
Lead”. We can’t thank you enough for your part in making a difference at USA!
You can read more about the success of Campaign USA: Leadership on our website,
www.campaignUSAleadership.com.
USA Wins CASE Award
The University of South Alabama recently received national
recognition for the overall improvement of its fundraising
program from the Council of Advancement and Support of
Education (CASE).
The University was honored with the 2009 CASE-Wealth
Engine Award following an independent analysis of three years of
fundraising data. The judges were senior fundraising officers from
colleges and universities around the country. The University did not
apply for this award. The CASE Circle of Excellence program,
which includes the WealthEngine Award, honors exemplary
educational fundraising programs and activities.
The award comes after the University completed its first
comprehensive fundraising campaign. The five year effort generated
more than $93.5 million, exceeding the goal of $75 million. USA’s
Vice President for Development, Dr. Joseph F. Busta, Jr. said,
“This important national award is another tribute to the success
of Campaign USA: Leadership and especially to our campaign
leaders and staff who had the vision to set lofty goals, and the
determination to exceed them. By doing so, USA now has the
ability to compete nationally for private gift support for the
betterment of the University and the community.”
Children’s Park Renamed for Geri Moulton
This past summer, the USA Board of Trustees
passed a resolution renaming USA Children’s
Park to the “Geri Moulton Children’s Park” in
honor of Mrs. Moulton’s extraordinary
contributions towards the creation and
ongoing development of the park. The public
park is located at USA Children’s and
Women’s Hospital and features over 50
sculptures given by various members of the
community. Mrs. Moulton helped spearhead
the creation of the park, made gifts of
sculpture to the park, inspired gifts from other
donors, and chaired events to honor artists
and donors.
Taking the Lead
Page 3
Bicycle Event Supports the USS Hope
Nearly 500 area cyclists participated in RIDEYELLOW, a fundraising
bicycle ride in Baldwin County. The event, held this past summer,
raised funds to support the USS Hope, the pediatric oncology
treatment center at USA’s Children’s and Women’s Hospital. The
organization presented a check for $25,000 to the hospital and has
committed to support the USS Hope in next year’s RIDEYELLOW
event.
MITCHELL COLLEGE OF BUSINESS HOSTS FIRST OF
RBC’S DISTINGUISHED LECTURESHIP SERIES
This fall, RBC Bank pledged $45,000
to establish the first named Distinguished
Lectureship Series at the Mitchell College of
Business. The pledge provides for the cost
of two annual lectures on banking or a
related field. The first series, held this past
fall featured Mr. Joseph Keating, RBC
Bank’s Chief Investment Officer and Head
of Private Asset Management. Keating has
served as chief investment officer for the
past nineteen years, fourteen of which were
with Old Kent Financial in Grand Rapids,
Michigan. Prior to joining RBC Bank, he
spent four years as executive vice president
and chief investment officer for AmSouth
Asset Management. RBC Bank's Private
Asset Management Division currently
controls assets in excess of $4 billion.
Keating is frequently quoted in elite
publications such as the Wall Street Journal,
Associated Press, Reuters and more.
He is frequently interviewed on CNBC,
Bloomberg News, FOX Business News and
local TV and radio outlets.
As the first RBC Distinguished Lecturer,
Keating spoke to both MBA and
undergraduate level students. His topic was
the economy: the factors leading up to our
current economy, where we are now, and
where we are headed. Keating applied many
of the principles students are learning in
class during his lecture and held a question
and answer session after his lecture.
Dean Carl Moore said “The Mitchell
College of Business is very appreciative of
RBC's gift to support a Distinguished
Lecture series. This program provides an
opportunity for our students to discuss the
current issues and problems facing
American business with nationally known
experts in their field. Mr. Keating was an
excellent choice for our inaugural program
and provided a detailed analysis of the
recent economic recession.”
ALUMNI LEADERSHIP GIVING BACK THROUGH PLANNED GIVING
The University of South Alabama alumni leadership are
leading the way in giving back to USA through planned gifts.
Recently, several members of the Alumni Board of Directors
have chosen to give through their wills, trusts, and more.
Carol and Steve Kittrell have included the University in their
will. The funds will be used to provide an annual scholarship
for USA students. Carol is a 1983 graduate of USA and has
been the Director of Alumni Relations at USA for 17 years.
Steve received his degree in 1971 and later earned a master’s in
1973 at USA. He currently coaches the Jag’s baseball team, a
position he has held for 27 years. “We received degrees from
South Alabama that have afforded us rewarding and fulfilling
careers,” said Steve and Carol. “Giving back through our wills is
an easy way for us to say ‘thank you’ and perhaps provide this
opportunity for future students.”
Frank and Jean Brown have also included USA in their will.
Their contribution will be used to support the Alumni
Membership Endowment Fund. Frank graduated from USA
in 1973 and is a past president of the National Alumni
Association. “I feel the University has given me a tremendous
opportunity and now I feel it is time for me to give back to
South Alabama,” said Frank.
Don and Beth Davis have established an irrevocable life
insurance policy to establish scholarships for students in Mobile
County. Both Don and Beth are graduates of USA, Don in
1978 and Beth in 1977. Don is also a Past President of the
National Alumni Association. The couple resides in Mobile
where Don is the Judge of Probate for Mobile County.
Another alumni couple have chosen to include USA in their
estate plans to establish student scholarships. George Davis, the
current National Alumni Association President, and his wife,
Jane, received their undergraduate degrees from USA in 1983.
Jane later returned to complete a master’s in Education in 1997
at USA.
These four couples are loyal supporters of the University and,
along with many other alumni and friends of USA, understand
that even when they are gone, their legacy will live on at USA
through the scholarships and funds they will establish.
Taking the Lead
Page 4
COCO HAYS GIVES THE GIFT OF ART
The University of South Alabama recently
held the grand opening for the new $48.5
million Health Sciences Building, bringing the
Colleges of Allied Health Professions and
Nursing back to the main campus. The 186,000
square-foot building is the largest building on
campus and provides our students with the latest
in technology in classrooms and labs.
At the grand opening, Mrs. Courtney
“CoCo” Hays was recognized for her gift to
fund the blown glass chandelier in the lobby of
the building. Created by Colorado artist,
Marty White Elk Holmes; this is the second
gift made by Mrs. Hays. The Health Sciences
Building also benefits from a multi-faceted
$3 million gift by Mrs. Hays and her late
husband, Dr. Jack Hays. The gift supports
USA’s programs in health care related fields.
“Mrs. Hays’ chandelier gift compliments the
beauty of the building. This unique piece of art
will be admired by everyone who passes through
the facility. The Hays’ are very special to the
University, and we are truly grateful for their
generosity and support. Their gifts will be
beneficial and have a significant impact on our
students, faculty, and the University for many
years to come,” said Dr. Joe Busta, Vice President
for Development and Alumni Relations.
Celebrate Hope 2009
The inaugural Celebrate Hope Gala was held on Thursday,
November 19, 2009, at the USA Mitchell Cancer Institute. The event
featured gourmet delicacies prepared by local celebrity chefs, wine and
beer pairings, and entertainment by the Rock and Pop Masters, a band
comprised of original singers and musicians of former top 40 bands.
Celebrate Hope raised more than $200,000 for cancer research at the
USA Mitchell Cancer Institute. Cynthia Zipperly and Tonia and Jerry
Silverstein were event co-chairs. Mark your calendar for November 18,
2010, to attend the Second Annual Celebrate Hope Gala. It will be an
event you will not want to miss!
ROYALTIES MAKE GREAT GIFTS!
GRETCHEN JONES SNACK FUND
Dr. Marjorie Icenogle and Dr. Don Mosley, Jr, two
Management professors in the Mitchell College of Business,
chose to support USA’s Department of Management in a very
unique way. They developed supplemental materials for the
textbook, Understanding Management, by Richard L. Daft and
Dorothy Marcic. Both chose to allocate the royalties they receive
from the publication of the book to the Department of
Management Endowed Scholarship Fund. “It truly makes a
difference and inspires others when our faculty and staff give
back. This is an excellent example of the many creative ways you
can support USA and our students,” said Development Officer
Lauren Roebuck.
Dr. Icenogle said “One of our departmental goals is to increase
our scholarship fund. Dr. Mosley and I saw the opportunity to
bundle supplemental materials with the textbook as a win-win
situation for the Department of Management and the students.
Bundling the supplemental materials provided students with
essential information, reduced the number of copied pages
provided to students, and increased the Department’s scholarship
fund.”
Some people have a fear of chemotherapy, however the USA
Mitchell Cancer Institute has gone to great lengths to make it as
comfortable as possible for patients. With stunning landscaping
views, comfortable recliners, internet access and more, the infusion
suite in the MCI offers many distraction therapies to help alleviate
some of the discomforts often associated with what can be a long,
grueling process.
However, it was one patient’s desire to do more for other patients
who are confined to their chair hour after hour, day after day, with
little opportunity to do much else. Before losing her battle against
cancer, Gretchen Jones, along with her family and friends, found a
way to help others by creating the Gretchen Jones Memorial Snack
Fund. The fund enables the infusion staff to provide snacks for
patients who are undergoing chemotherapy.
Ms. Jones’ oncologist, Dr. Rodney Rocconi, USA MCI
gynecologic oncologist, said, “Everyday I'm reminded of the
special things that women affected with cancer can do. After a long
battle with cancer, Gretchen Jones and her family demonstrated
unquestioned generosity. At arguably the most difficult time in
her and her family's life, they showed that selflessness knows no
bounds.”
Taking the Lead
Page 5
Jan Mendenhall Names the College of Nursing Dean’s Reception Area
Jan Mendenhall, a retired Labor and Delivery Nurse Manager at
USA’s Children’s and Women’s Hospital and current part-time faculty
member at the College of Nursing, recently named the Dean’s
Reception Area within the College of Nursing after her late husband,
Dr. Hiram W. Mendenhall. “My husband loved to teach, and he
devoted a large part of his profession to teaching. I wanted to honor
his dedication and commitment to teaching by naming a room for
him,” said Mendenhall.
Ms. Mendenhall also donated her husband’s favorite painting to be
hung in the Dean’s Reception Area. Underneath the painting is a
plaque with the quote “None can teach admirably if not loving his
task,” by Amos Bronson Alcott.
Funds raised from Mrs. Mendenhall’s room naming will support
the College of Nursing Endowed Dean’s Fund. This endowment will
provide unrestricted support for the College to enhance faculty
development, research, student scholarships, and much more.
“I was thrilled to learn that Jan had named the Dean’s Reception
Area. This was the first room named within the College, and it is
such a beautiful area. Many students and faculty will pass through
our offices and know how dedicated Dr. Mendenhall was to his
profession. It is a wonderful way to honor his legacy,” said Dr. Debra
Davis, Dean of the College of Nursing.
Second Annual Gumbo Chili Showdown
In 2003, Regan Robinson Young,
University of South Alabama
medical student, was diagnosed with
cancer at the young age of 23. After
a year’s hiatus, Regan returned to
medical school in the fall of 2004.
She chose to continue her medical
studies despite receiving a diagnosis
of advanced cancer. Even as her
cancer progressed, Regan kept
pushing forward. Regan passed
away on January 18, 2007. She was
26 and just months short of
graduation.
In memory of Regan, her fellow
classmates established a scholarship
fund just a few days after her death.
“Regan was the epitome of
academic excellence, and I think she
touched the lives of many, many
people, and I think she taught us all
about loving,” said a fellow student.
“She often used her own experiences
to help other cancer patients cope.”
While Regan’s quiet demeanor led
her to downplay her illness among
her peers, she still became an
inspiration for many of the faculty
and staff at USA. Regan’s family was
awarded her medical degree
posthumous at her graduation.
In February of 2009, a group of
College of Medicine students kicked
off the Inaugural Gumbo Chili
Showdown to honor Regan and to
benefit this scholarship fund. The
event raised $15,000 last year, and
the students have set a goal of
$30,000 for this year’s showdown,
which will be held on March 6,
2010, from noon until 4:00 p.m.
The Gumbo Chili showdown
will be held at the USA Track, next
to the Mitchell Center on the
University of South Alabama
Campus. We invite you to come
out, have a good time, and most
importantly support the cause!
Sponsorship packages are also
available starting at only $150 and
team applications can be found
online. For more information,
please visit www.gumbochili.com.
CARDIORESPIRATORY EDUCATIONAL SERVICES GIVES TO ALLIED HEALTH
Cardiorespiratory Educational Services, a company founded and owned by several
USA cardiorespiratory care faculty members, has made a $100,000 gift to the
Cardiorespiratory Endowed Gifts account in the College of Allied Health Professions.
The gift will be used for scholarship support, lab equipment, or a part-time faculty
member.
Faculty and staff members involved in the company are Cardiorespiratory Care
Chair, Bill Wojciechowski, professors Tim Op’t Holt and Dr. David Chang,
instructors Fred Hill and Bill Pruitt, and secretary Deanna Winn. The company
develops, markets and implements respiratory therapy curriculums. It also advances
and modifies instructional strategies and classroom, laboratory, and clinical delivery
methods to meet the needs of the higher education institutions it serves.
“We are pleased to present this gift to the Department of Cardiorespiratory Care,”
Wojciechowski said. “We are mindful that the University has been, and continues to
be, instrumental in our individual and collective successes. Our expectation is that
this gift will advance the quality of the Cardiorespiratory Care Program established by
the current faculty, and enable scholarship and academic achievement of both future
faculty and students of this department. We are also pleased that the presentation of
this gift coincides with the dedication of the magnificent Health Sciences Building.
This structure provides the environment wherein we envision the expectation of this
gift being fulfilled."
Taking the Lead
Page 6
Perfect Season
PERFECT. No other word best describes the Jaguar
Football team’s inaugural season, filled with all the historic
“firsts.” The first game, the first touchdown, the first win,
and the first UNDEFEATED season – we could not have
asked for more. Our tremendous success is due in part to
the overwhelming support of our alumni and friends who
gave of their time and resources to help bring the Jaguars to
victory. As we begin the priority seating donation renewal
for the 2010 season, we wish to express our sincere thanks
to the more than 1,200 donors who invested in our
program from the start. We hope we can count on your
generosity in the seasons to come.
Not only did the USA family support the Jaguars, but
the community as a whole came out in full force to Ladd-
Peebles stadium to cheer on the Jags. More than 126,000
fans attended seven home games, and close to 9,000 season
tickets were sold in the first season, placing the University
of South Alabama second in the Sun Belt Conference in
season ticket sales just behind Troy University.
We now look with great anticipation to the 2010 season,
which will bring a new element to Jaguar Football – away
games! Three games are on the schedule – UC Davis
(Davis, CA), Lamar (Beaumont, TX) and Edward Waters
(Jacksonville, FL) – so be on the lookout for future
information on how to “go on the road with the Jags!”
Again, our sincere thanks for your dedication and
support. GO JAGS!!!
The Jacobs Family Endows Two Scholarships in Nursing
Dr. Mike Jacobs, Chair and Professor in the College of
Nursing’s Department of Adult Health Nursing and Director
of Human Simulation for Health Sciences, and his wife,
Dr. Janice Jacobs, a practicing optometrist in Ocean Springs,
Mississippi, have endowed a second scholarship within the
College of Nursing.
Their first scholarship, The Drs. Mike and Janice Jacobs
Endowed Scholarship for Emergency Nurse Practitioners, was
established in May 2007 and is awarded to a student admitted
into the College’s Master of Science in Nursing Program. The
Emergency Nurse Practitioner Program educates students in
treating patients across the lifespan with urgent primary care
needs, acute and critical illnesses, and those with accidental
injuries or trauma.
In March 2009, the Jacobs created their second scholarship
at USA, the Jacobs Family Scholarship for Accelerated Nursing
Students. The scholarship is awarded to students admitted into
USA’s accelerated nursing program. This fast paced program is
offered to students who have completed a bachelors or graduate
degree in a non-nursing discipline.
“These scholarships are an excellent resource for the College
of Nursing. The Jacobs family is not only investing in nursing
students, but in the lives of each and every person the students
take care of. Many students will benefit from their generous
gifts,” said Kristyn Seawell, Development Officer for the
College of Nursing.
Taking the Lead
Page 7
Upcoming Events
Saturday, March 6, 2010
Gumbo/ Chili Showdown
This second annual event, hosted by the USA
College of Medicine, benefits the Regan Robinson
Young Memorial Scholarship Fund.The event will
take place from 12:00 p.m. until 4:00 p.m. at the
USA Track, next to the Mitchell Center on the
University of South Alabama Campus.We invite
you to come out, have a good time, and most
importantly support the cause! For tickets, team
and general information please visit:
www.gumbochili.com.
Thursday, March 11, 2010
USA National Alumni Association’s
Distinguished Alumni and Service
Awards
The sixth annual dinner gala will be held on USA’s
campus as the USA National Alumni Association
presents multiple Distinguished Alumni and
Distinguished Service awards. To purchase tickets,
sponsor a table, or for more information, contact
Carol Kittrell in the Office of Alumni Relations at
(251) 460-7084 or ckittrell@usouthal.edu.
Friday, March 26, 2010
Third Annual Shrimp for Life NYC
"Stars Fell on Alabama"
An evening fundraiser in New York, the event is
organized by the grandchildren of the late Mayer
and Arlene Mitchell for the Audrey Joyce
Grodnick Breast Cancer Research Endowment at
the USA Mitchell Cancer Institute. A night of
cocktails, dancing, silent auction and more begins
at 8:00 p.m. at Cedar Lake in New York, New
York! Ticket purchases of $110 per person
and donations may be made online at
www.usamci.com under the special event link.
Saturday, April 24, 2010
Grand Bay Walking for the Memories
Join the citizens and friends of Grand Bay at 8:00
a.m. at the Grand Bay Middle School for a one
mile cancer awareness walk. Lots of fun and
prizes for the entire family! Proceeds from this
event benefit the USA Mitchell Cancer Institute.
Fort, AL. Registration and lunch begin at 11:00
a.m. Shotgun start at 1:00 p.m.. More information
to come on the MCI Special Events website.
Saturday, September 18, 2010
GO Run (GO for Gynecologic Oncology)
The third annual GO Run will be held at 8:00 a.m.
on the University of South Alabama's campus to
raise funds for Gynecologic Cancer Research at
the USA Mitchell Cancer Institute. This 5K and
one mile fun run brought out some 600
participants and raised more than $27,000 in
2009. More information will be available on the
MCI Special Events website as the date draws
closer.
Saturday, November 6, 2010
USA Homecoming
The University of South Alabama will host
Homecoming on this weekend along with a host
of other activities in the week prior. Watch the
University website for more information!
Thursday, October 7, 2010
Eastern Shore Toyota/Hyundai of
Daphne Golf Tournament
Benefitting Breast Cancer Research at the USA
Mitchell Cancer Institute, this fourth annual golf
tournament will be hosted by Shawn and Leyla
Esfahani at Timbercreek Golf Club in Spanish
Thursday, November 18, 2010
Celebrate Hope Gala
The first was such a success, the second annual
Celebrate Hope Gala will be held at the USA
Mitchell Cancer Institute this fall. The magical
evening will include celebrity chefs, wine and beer
pairings and over the top entertainment! Please
contact the Development Office for Sponsorship
opportunities: 251-460-7032. More details coming
soon!
2009 Homecoming
The University of South Alabama held its first Homecoming
tied to the new Jaguar Football and Marching Band programs
in November. The theme for the historic Homecoming was
“First and Ten: A Tradition Begins.”
With several events on campus during the week, including a
parade, bonfire, and pep rally, the community was able to get
involved and excited about Jaguar football. On game day, fans
were treated to an appearance by the 2009 Miss America,
Katie Stam, along with a fantastic half time show by the
Marching Band. The 2009 USA Homecoming court was
presented at half time. Miss Katy Stembridge, a communication
major from Daphne, Alabama, was crowned the 2009
Homecoming Queen, while Todd Fowler, a business major
from Mobile was crowned Homecoming King for this year.
To make for an even more exciting week, the Jaguar football
team continued their record of an undefeated season with a
64-12 victory over Milford Academy.
Working with You
Dr. Joseph F. Busta, Jr.
Vice President for Development
and Alumni Relations
Amanda Gonzales
Membership Specialist, Alumni
Relations
Abbie McCullough
Assistant Director, MCI Special
Events, Medical Development
Ben Samel
Director, Leadership Gifts and
Gift Planning
Tracy Coleman
Associate Director, Medical
Development
John Goodroe
Director, Athletic Development
Kim Peterson
Director, Development Services
Beth Schiavoni
Assistant Director, Athletic
Development Annual Giving
Cassandra Commings
Development Specialist, Children’s
and Women’s Hospital
Development
Travis Grantham
Director, Medical Development
and Alumni Relations
Lisa Kavanagh
Associate Director, Alumni
Relations
Ann Cunningham
Director, Children’s and Women’s
Hospital Development
Carol Kittrell
Director, Alumni Relations
Melissa Dickinson
Assistant Director, University
Development
Kelly McCarron
Assistant Director, Medical
Development
Melodie Robinson
Assistant Director, College of
Medicine Alumni Relations
Lauren Roebuck
Associate Director, University
Development
Shea Sadler
Assistant Director, Development
Services
Shinta Stanley
Accountant
Ginny Turner
Director, University Development
Dr. Lois Wims
Associate Dean, College of Arts
and Sciences Development
Contacting Us
University of South Alabama
Office of Development and
Alumni Relations
Technology & Research Park
Bldg. III, Suite 2150
Mobile, Alabama 36688
(251) 460-7032
http://www.southalabama.edu/
development
“Taking the Lead” is published twice a year by the University of South Alabama Office of Development and Alumni Relations. This publication is distributed to those who have given $1,000 or more to USA in the 12
months preceding the current issue.
Taking the Lead
Page 8
Opportunities to
Corporate matching gifts—many companies encourage their
employees’ philanthropy by matching, doubling, or tripling the
employee’s gift. If you work for a matching gift company, just send your
employer’s matching gift form with your gift, and USA will take care of
the details. Both you and your company will be recognized for the
matching gift.
Bequest through a will or living trust—many donors find a bequest
the most convenient way to leave a legacy to USA.
Charitable trust or other life income plan—various trust
arrangements such as charitable remainder unitrusts, charitable
remainder annuity trusts, and charitable lead trusts may enable you
simultaneously to make a gift to the University, retain income from the
assets, and secure a tax advantage.
Gifts of real and personal property—your gift of real estate, works of
art, collectibles, rare books, copyrights, and oil and gas interests may be
sold and the proceeds endowed or used for capital or operating funds.
Gifts of useable scientific equipment or computers may go immediately
into the classroom or research laboratory.
Gift with funds that are returned to you or passed to your loved
ones—you can make a gift of cash or other assets through an
arrangement that will provide USA with annual gifts over a specified
period and then pass the gift principal to your heirs or have it returned
to you. These creative gift plans offer valuable income, as well as gift and
estate tax savings, depending upon which type you choose.
IRA’s and qualified retirement plans—because these assets may be
subject to heavy taxation when passed to your heirs, they are wonderful
assets to consider using for charitable giving. Your gift can be made
simply by designating USA as a beneficiary of your retirement plan. If,
however, you meet the minimum age for withdrawals and would benefit
from a deduction to use against your current taxes, you might also
consider a lifetime distribution to USA. Due to the dynamic nature of
the law, you should consult your tax advisor prior to making such a gift.
Life insurance—a life insurance policy that is no longer needed can
be donated during your lifetime to support your favorite University
program. Such a gift offers you income and estate tax savings. USA
can also be named as a beneficiary of a new or existing policy.
University of South Alabama
Office of Development
TRP III, Suite 2150
307 N. University Blvd.
Mobile, Alabama 36688-0002
Private support is critical for the future success of the University of
South Alabama (USA). There are many ways to make philanthropic
gifts to USA. Gifts can be restricted gifts to any department, college,
or program or, you can choose to make unrestricted gifts to the
University to be used “Where the Need is Greatest” at the President’s
discretion.
A charitable gift to the University of South Alabama can take many
forms:
Cash or securities—make the most immediately useable gifts to USA.
All gifts of cash or securities can be designated for any purpose you choose.
Give
Non-Profit
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