Sample Beneficiary Designation
To designate U of I as a beneficiary of a qualified retirement plan, life insurance policy, or in some other way, please use the following information:
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
Primary Beneficiary Designation
| Full name (Last, First, Middle Initial) | Relationship | SSN/TIN | Address (Street, City, State, ZIP) | Share % |
|---|---|---|---|---|
| Emma, Smith, L | Spouse | 333-33-3333 | 123 Main St., Anytown, US 12345 | 60% |
| Melanie, Doe, J. | Sister | 222-22-2222 | 456 Main St., Anytown, US 12345 | 20% |
| The University of Idaho Foundation, Inc. | Charity | 23-7098404 | 875 Perimeter Drive MS 3143 Moscow, ID 83844-3143 | 20% |
| TOTAL: | 100% |
In the event said primary beneficiaries predecease me, I designate as a contingent beneficiary:
Contingent Beneficiary Designation
| Full name (Last, First, Middle Initial) | Relationship | SSN/TIN | Address (Street, City, State, ZIP) | Share % |
|---|---|---|---|---|
| The University of Idaho Foundation, Inc. | Charity | 23-7098404 | 875 Perimeter Drive MS 3143 Moscow, ID 83844-3143 | 100% |
| TOTAL: | 100% |
For More Information
Before deciding about your estate plan, consult an estate planning attorney. To learn more about how your gift will be put to use, contact Sharon L. Morgan, JD, AEP ®, Senior Director of Estate, Trust and Gift Planning, at (208) 919-1660 or giftplanning@uidaho.edu.
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
Senior Director of Estate, Trust and Gift Planning
University of Idaho Foundation
(208) 919-1660
giftplanning@uidaho.edu