For Advisors

The university appreciates receiving information regarding the specific purposes of your clients’ planned gifts. We want to ensure that their gifts can be used as they intend. Even if your client wishes to keep their planned gift anonymous, we encourage you to let us know the terms of the gift so we can ensure that the gift can be used as your clients intend. All inquiries are confidential. For suggested bequest language and organizational information, visit our Bequest Language page.

The planned giving team provides assistance regarding inquiries about endowment gifts, deferred gifts, and other planned gift options. The planned giving team offers a range of resources and services to help donors and their advisors customize planned gifts—whether through a will, trust, insurance policy, retirement fund, securities, or real property. Our services and resources include: gift calculation, gift agreements, and planned giving and charitable giving resource information.

Some donors may wish to make a gift without designating a specific campus area, however, most donors prefer to restrict the use of their gift to a campus area for which they have a particular affinity. Gifts may be for general use, scholarships, research, new or existing endowed funds, faculty support, etc. For additional designations that are not listed below, contact a member of the planned giving team.

 

COLLEGES & SCHOOLS
Architecture + Planning
Cultural & Social Transformation
Dentistry
David Eccles School of Business
Education
Engineering
Fine Arts
Graduate School
Health
Honors College
Humanities
Medicine
Mines & Earth Sciences
Nursing
Pharmacy
S.J. Quinney College of Law
Science
Social & Behavioral Science
Social Work
CULTURE & COMMUNITY
Athletics
Alumni Association
Lowell Bennion Community
 Service Center
Continuing Education &
 Community Engagement
Kingsbury Hall
KUED Channel 7
KUER FM 90
Natural History Museum of Utah
Pioneer Theatre Company
Red Butte Garden & Arboretum
Utah Museum of Fine Arts
University Neighborhood Partners

LIBRARIES
Spencer S. Eccles Health Sciences
 Library
James E. Faust Law Library
J. Willard Marriott Library

 

Popular Planned Gift Options:

  • Endowed scholarships
  • Endowed fellowships
  • Endowed chairs
  • Presidential endowed chairs
  • Other endowed funds for research, awards, etc.
  • Non-endowed gifts to specific campus areas for a specific use, such as scholarships
  • Unrestricted gifts to specific campus areas
  • Unrestricted gifts

*Endowed Funds require a gift of $25,000 or more, depending on the purpose of the fund

 

Remember, we’re here to help. Contact any member of the team.

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