Giving Toolkit

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®
Senior Director of Estate, Trust and Gift Planning
University of Idaho Foundation
(208) 919-1660
giftplanning@uidaho.edu