Visit UI

Learn about the many reasons the University of Idaho could be a perfect fit for you. Schedule Your Visit

New Student Orientation

Find your way around campus, make new friends and learn about the many opportunities at UI Aug. 20-23. Learn More

Parent Orientation

Parents are partners in the educational process. Help your student succeed this fall. Learn More

UI Retirees Association

UIRA has a membership of nearly 500 from every part of the University. Join Today

Turn Your Generosity Into Lifetime Income

Charitable Gift Annuities

Learn more about the many benefits of a charitable gift annuity in our FREE guide Strengthen Your Future With a Charitable Gift Annuity.View My Free Brochure

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.

Please provide the following information to view the brochure.

Case Study

The MarlersAlumna 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

Learn How to Fund It

You can use the following assets to fund a charitable gift annuity:

Calculate Your Benefits

Submit a few details and see how a charitable gift annuity can benefit you.

See My Benefits

Next Steps

  1. Seek the advice of your financial or legal advisor.
  2. Contact Sharon Morgan at (866) 671-7041 or giftplanning@uidaho.edu to discuss charitable gift annuities.
  3. 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

Learn more about the many benefits of a charitable gift annuity in our FREE guide Strengthen Your Future With a Charitable Gift Annuity.View My Free Brochure

Contact

Sharon L. Morgan
Senior Director

Phone: (208) 885-5760

Email: morgans@uidaho.edu

Web: Contact Us

UI Media Contacts

A charitable bequest is one or two sentences in your will or living trust that leave to the University of Idaho a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I, [name], of [city, state, ZIP], give, devise and bequeath to the University of Idaho [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to the UI Foundation or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to the UI Foundation as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to the UI Foundation as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and the UI Foundation where you agree to make a gift to the UI Foundation and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.

eBrochure Request Form

Please provide the following information to view the brochure.