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UI Retirees Association

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Why We Give

Dr. Jo Anne
O'Donnell '61

The Vandal Fight Song Legacy
Jo Anne O'Donnell
She doesn't remember exactly how old her father was when his song became the official University of Idaho fight song. More


Remembering Others With a Gift to UI
Larry Baxter
Larry Baxter is giving back to UI with gifts that honor two special individuals in his life—his father and a former classmate. More

Rich '71 and Marion '78

The Vandal Family That Gives
Rich and Marion Patterson
When Rich Patterson’71 got on a plane from Newark, New Jersey, with a final destination in Moscow, Idaho, to study fishery biology, he had no idea what he was in for. More

Mary Jean

CALS, Retired 4-H Extension Educator
Mary Jean Craig
Mary Jean Craig worked as an extension educator for the University of Idaho 4-H Cooperative Extension System for 23 years. More


Longtime Treasure Valley Teacher Leaves Legacy at UI With Scholarship Endowment to Support Future Educators
Joy Irving
1,500 unsharpened standard No. 2 pencils laid end to end stretches just about 938 feet, or just over two and a half football fields. More


The Joy of Giving
Joy Irving
No one experiences the joy of giving back to her alma mater quite like Joy Irving ’64. A native of Moscow, Idaho, and a first generation college student, Joy received much love and support from her parents. More


Sowing More Than Wheat
Linda Marler
Growing up in Caldwell, Idaho, Linda Marler '75 was encouraged by her family to pursue a college degree. More


J.D. Rowell Scholarship Supports Global Agribusiness
J.D. Rowell
The University of Idaho is proud to partner with loyal donors like J.D. Rowell to ensure a globally-based agricultural education is available to UI students, both in the state of Idaho and abroad. More

Lucille Pederson
Hardgrove, 95

1941 Alumna Keeps Physically and Fiscally Fit
Dayal Meshri
Dr. Lucille Pederson Hardgrove, 95, goes to the gym every day to keep physically fit. And—to keep fiscally fit—she uses appreciated stock to make her annual gift to the University of Idaho. More


Living Examples of Idaho Inspiration
Dayal Meshri
When he was 11, Dayal Meshri and his family were among the 25 million people displaced when British India broke into the separate countries of India and Pakistan in 1947. More


A Charitable Gift Annuity to UI
Roy Bowman
For Roy Bowman, 1963 was a good year. After spending five years working in a lumber camp and two years at Boise Junior College, Roy came to the University of Idaho to finish his education. More

Larry and Kaye

Their Charitable Remainder Trust (CRT)
Larry and Kaye Knight
Like so many UI graduates, Dr. Lawrence L. "Larry" Knight and Kathryn A. "Kaye" Laven met their future spouse while students here. More

Belt '85

Inspired to Give

Mindy Belt
Communications alumna Mindy Belt '85 believes that a well-rounded education is the key to a successful career. More


Transformative Experience for '50s Alumnus
Ron Perez
For Ron Perez, attending the University of Idaho in the '50s proved to be a transformational experience in his life. More

Tim and Joan

Is the University of Idaho in YOUR Family?
Tim Gutzwiller
Students find their way to the University of Idaho by various routes. My first stint at UI was via the National Student Exchange from Illinois State University. More

Tom and Carrie

Leaving a Legacy at University of Idaho
Tom Bitterwolf
When I came to the University of Idaho 26 years ago, I had no inkling of the extent to which this university, my colleagues and my students would change me. More

Gary and
Carolyn Strong

Why We Chose to Invest in UI's Future
Gary Strong
Graduating from the University of Idaho in 1966, graduate school and my career path took me away from Idaho. More

Elbert and Elna

Loyal Service
Elbert and Elna Barton
Through more than four decades, Elbert and Elna Barton have personified loyalty — to their professions, their commitment to the community and to each other. More


Why I Chose to Give
Annie Averitt
Being immersed in a supportive campus community, Annie Averitt received much more from her experience at the UI than she ever thought possible. More

University of
Idaho Students

Students Thank You Video
University of Idaho students thank those who support
University of Idaho students thank those who support, inspire and make their futures possible through philanthropic gifts to scholarships and programs. More


Inspiring the Future
Bud and June Ford
Longtime supporters of the Vandal Athletics programs, Bud and June Ford, are inspired to help the University and its future. More

Matt and
Lori Espe

Leading A Legacy
Matt and Lori Espe
Supporting University of Idaho students, faculty, programs and facilities through private gifts is a solid investment in the investor's philanthropic efforts, as well as the futures of those impacted, say alumni Matt and Lori Espe. More

Nick and Sharon

Land Donors
The Purdy family
The Purdy family legacy predates Idaho's statehood. Leonard N. "Bud" Purdy's grandparents, who raised Bud and his siblings, homesteaded in what is now Picabo, Idaho, in 1883, six years before Idaho became the Union's 43rd state. More


Master Sculptor and Collagist
David Giese
David Giese, retiring art professor with the College of Art and Architecture, is known for his unique artistry in sculpting and collaging and for helping to bring the Mardi Gras celebration to downtown Moscow. More

Dennis and
Debra Ujiiye

Reaping From the Past to Sow For the Future
Dennis and Debra Ujiiye
Dennis Ujiiye ‘70 and Debra Murata ’73 met at the University of Idaho in the fall of l969. Dennis was raised on a farm in Nampa, Idaho. More


Sharon L. Morgan
Senior Director

Phone: (866) 671-7041


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.