To include a gift for the University of Idaho in your will or living trust to designate us as a beneficiary of a qualified retirement plan or in some other way, simply provide your advisor or financial account administrator with the following information:
- _______________% of my estate, OR
- the sum of $_______________, OR
- the real property described on the deed as _______________, OR
- personal property described as _______________, OR
- all the rest, residue and remainder of my estate, OR
- _______________% of the rest, residue and remainder of my estate
to the UNIVERSITY OF IDAHO FOUNDATION, INC. (UI Foundation). The UI Foundation shall hold, manage and distribute the funds in accordance with the Gift Use Agreement* on file with the UI Foundation. In the absence of a Gift Use Agreement, and to provide the University of Idaho with the greatest flexibility and utility in the use of my gift, I hereby grant to the UI Foundation full discretion to establish a permanent endowment with all or a portion of my gift, as requested by the University of Idaho.”
*A Gift Use Agreement (“GUA”) between you and the Foundation/University, that includes specifics on how your gift will be used. You may amend it as often as you like without the necessity of amending your Will or Revocable Living Trust.
ADDITIONAL INFORMATION FOR BENEFICIARY DESIGNATIONS
Wills, Revocable Living Trusts, Charitable Trusts, IRAs and Retirement Plans, Donor Advised Funds, Brokerage and Bank Accounts, Life Insurance, Tax-deferred Annuities, and Savings Bonds.
Legal Name…………………………University of Idaho Foundation, Inc.
Address…………875 Perimeter Drive MS 3143, Moscow, ID 83844-3143
Federal Tax ID Number…………23-7098404
If you or your attorney would like U of I to provide you with customized language that is specific to your goal and interest, please contact Sharon L. Morgan, JD, AEP ®, senior director of Estate, Trust and Gift Planning at 866-671-7041 or firstname.lastname@example.org.