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Office of
Gift Planning

Maximize your philanthropic goals

  • Make a difference in people’s lives and always be remembered for your contribution
  • Benefit yourself, your family and Auburn University with your planned gift
  • Help us fulfill our mission for many years and generations to come

Gift Planning

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Transferable on Death (TOD) Gifts

Transferable on Death (TOD) Gifts

Harold and Jeanne married after meeting at an event Auburn University Foundation held for our donors. They wanted to leave a legacy gift that would support our mission and ensure that we remain financially strong well into the future.

Harold: Jeanne and I have always felt a strong connection to Auburn University Foundation and their work. Over the years we have seen the organization grow and help so many people. We wanted to make sure that they have the means to continue to grow for years to come.

Jeanne: We talked to our investment advisor about planning goals and explained that we wanted to support Auburn University Foundation. Our advisor suggested a simple solution — naming Auburn University Foundation as a beneficiary of one of our mutual funds.

Marcus, who was Harold and Jeanne's investment advisor, suggested that Harold and Jeanne use a "transferable on death" or "TOD" form. Marcus explained that because Harold and Jeanne jointly owned the account, the TOD beneficiary designation form would ensure that they can benefit from the mutual fund during their joint lives, that the survivor of the two of them would continue to own the mutual fund for the rest of the survivor's life, and that after both pass away, the mutual fund would be transferred to Auburn University Foundation. Marcus provided the proper TOD beneficiary designation form, and Harold and Jeanne were easily able to complete the paperwork before they left Marcus's office.

Jeanne: We really liked Marcus's idea. Making a TOD gift was simple to set up and will let us continue to use the mutual fund to meet our needs in retirement.

Harold: I like knowing that if I pass away, Jeanne will have enough to meet her needs. We both like knowing that Auburn University Foundation will receive the mutual fund after both of us pass away. We couldn't be happier with our giving strategy.

Is a transferable on death (TOD) gift right for you?


If you own stocks, bonds or mutual funds and would like to make a gift to leave a legacy and support Auburn University Foundation, consider a transfer on death gifting strategy. If you have questions about transfer on death giving strategies, please contact us. We would be happy to assist you and answer any questions that you have.

*Please note: The name and image above is representative of a typical donor and may or may not be an actual donor to our organization. Since the benefits of a TOD gift may differ depending on your personal circumstances, please consult with your legal, tax or financial advisor.


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Contact us

Contact the Office of Gift Planning for additional information or to discuss further the different options for including Auburn in your estate plans.

It is always advisable to seek the advice of a financial or legal advisor. Please refer your advisor to our Advisors section for more information.

When including Auburn in your estate or charitable plans, please use our legal name and mailing address:
Auburn University Foundation
317 South College Street, Auburn, AL 36849
Federal Tax ID number: 63-6022422

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