- _______________% 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.”
*If you are interested in supporting a specific project or program, it is best to discuss your plans with our planned giving professionals before completing your bequest language to confirm your wishes can be met by U of I.
Please note: The policies of U of I do not allow U of I or its representatives to serve as personal representative, executor, trustee or witness for a will or trust.
*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.
Useful Legal Information
Legal name: University of Idaho Foundation, Inc.
Address: 875 Perimeter Drive MS 3201, Moscow, ID 83844-3201
Federal Tax ID number: 23-7098404
Your Giving Toolkit
Gifts from Donor-Advised Funds
Sample Language for Your Will or Trust
Sample Beneficiary Designation
For Trustees and Advisors
I'm here to help
Sharon L. Morgan, JD, AEP®
Senior Director Estate, Trust and Gift Planning
University of Idaho