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

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How to Leave a Legacy at the University of Idaho in 5 Minutes

In less time than it takes to brew a pot of coffee, you can make a lasting impact at the University of Idaho.

Here’s How:

One of the easiest gifts you can make is to name the University of Idaho as a beneficiary of one of your assets, such as your retirement plan or life insurance policy. This is a popular gift to give because you can set it up by yourself. There’s no need to use the services of an attorney or financial advisor to put your gift in place.

Simple Steps to Follow:

  1. Contact the administrator of your retirement plan, insurance policy or bank account for a change-of-beneficiary form or simply download a form from your provider’s website.
  2. Decide what percentage of the account you wish to give to the UI Foundation and name us, along with the stated percentage, on the form.
  3. Sign and return the form to your plan administrator or insurance company.
  4. Tell us about your gift! It would be our honor to thank you for your support. Plus, your generosity can inspire others to follow your example.

Key Benefit: Beneficiary designations offer built-in peace of mind. Your current budget isn’t affected because you make the gift after your lifetime, and you can change your mind at any time.

Your Support Matters

No matter the size, your gift makes a meaningful difference at the University of Idaho. Contact Sharon Morgan at (866) 671-7041 or giftplanning@uidaho.edu to learn more about giving a gift that doesn’t cost you anything today. If you’ve already made a gift, please let us know so we can thank you for your generosity and ensure that your gift is used exactly as you intend.

Contact

Sharon L. Morgan
Senior Director

Phone: (866) 671-7041

Email: morgans@uidaho.edu

Web: Contact Us

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Personal Estate Planning Kit Request Form

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