In your work as a professional advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our supporters plan charitable gifts for U of I. Please use these tools as you help your clients with their charitable plans and feel free to contact Sharon L. Morgan, JD, AEP ®, senior director of Estate, Trust and Gift Planning, at 866-671-7041 or at firstname.lastname@example.org for more information.
Tools for Professional Advisors
Legal name: University of Idaho Foundation, Inc.
Tax ID Number: 23-7098404
Incorporated in: Moscow, ID
Partner with Us
We understand that gifts to charities such as U of I can be an important part of your clients’ overall financial and estate plans. That’s why we’re committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors and our gift planning staff — all working together to arrange the best gift possible.
Please direct all estate gift correspondence to:
Sharon L. Morgan, JD, AEP ®
Estate, Trust and Gift Planning
875 Perimeter Drive MS 3201, Moscow, ID 83844-3201