Giving Toolkit
Your Giving Toolkit
Gifts from Donor-Advised Funds
Sample Language for Your Will or Trust
Sample Beneficiary Designation
Sample Codicil
For Trustees and Advisors
I'm here to help
Sharon L. Morgan, JD, AEP®
Senior Director Estate, Trust and Gift Planning
University of Idaho
(208) 919-1660
giftplanning@uidaho.edu