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For Professional Advisors

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

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 professional 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

Incorporated in: Birmingham, Alabama

Tax I.D. Number: 63-0312914

DTC Number: 2669

Account Number: 26-38462

Broker: Northern Trust Company

Mutual funds are handled on a case by case basis. For further information contact:

Stan Davis
800 Lakeshore Drive
Birmingham, AL 252289
Phone: (205) 726-2366
Email: csdavis@samford.edu


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The material presented on this Planned Giving website is not offered as legal or tax advice.
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