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