For Trustees and Advisors

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.

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.

Useful Legal Information

Legal name: University of Idaho Foundation, Inc.
Address: 875 Perimeter Drive MS 3143, Moscow, ID 83844-3143
Federal Tax ID number: 23-7098404

Your Giving Toolkit

Gifts from Donor-Advised Funds

Sample Language for Your Will or Trust

Sample Beneficiary Designation

Sample Codicil

Idaho Tax Credit Flyer

For Trustees and Advisors

I'm here to help

Sharon L. Morgan, JD, AEP®

Sharon L. Morgan, JD, AEP®

Senior Director Estate, Trust and Gift Planning