Turn Your Generosity Into Lifetime Income
Charitable Gift Annuities
When you are looking for ways to help the University of Idaho with our mission, you shouldn't feel like you are choosing between your philanthropic goals and financial security. One gift that allows you to support the UI's work while receiving fixed payments for life is a charitable gift annuity with the University of Idaho.
Not only does this gift provide you with regular payments and allow us to further our work, but when you create a charitable gift annuity with the UI Foundation you can receive a variety of tax benefits, including a federal income tax charitable deduction.
*Charitable gift annuities are not available in all states.
Delay Your Payments
If you are younger than 60 or don't need your payments immediately, you can set up a deferred gift annuity. This allows you to delay receiving payments until a later date—such as when you reach retirement. To learn more, view and download the FREE guide Plan for Retirement With a Deferred Gift Annuity.
Alumna Linda Marler, ’70, ’75, and her husband, Martin established a scholarship in the College of Agricultural and Life Science in 2014 through a charitable gift annuity that also pays them income. Linda is the daughter of Caldwell-area farmer W.H. and Mary Stone Truesdell. Martin and Linda farm in Washington, and are the parents of alumna Allison Tucker, ’98. Allison and her husband, Lt. Col. Sam Tucker, ’98, and children Sydney and Braden reside at RAF Lakenheath in England where Tucker serves in the USAF.
See How It Works
Calculate Your Benefits
Submit a few details and see how a charitable gift annuity can benefit you.
- Seek the advice of your financial or legal advisor.
- Contact Sharon Morgan at (866) 671-7041 or email@example.com to discuss charitable gift annuities.
- If you include the University of Idaho in your plans, please use this legal name and federal tax ID.
Legal Name: University of Idaho Foundation, Inc.
Address: 875 Perimeter Drive MS 3143, Moscow, ID 83844-3143
Federal Tax ID Number: 23-7098404
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.