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UI Foundation  >  Gift Planning at Iowa  > 
Statement of Deferred Gift Provision

Have you included the UI Foundation in your estate plans to support a UI college, department, or program that is especially meaningful to you?

Please tell us about it so we can make sure your gift will be used as you intend. If you would rather print and mail this form, please use our PDF version.

NOTE: It is understood that this statement is not binding upon the Donor(s) or his/her/their estate as to the value or the receipt of the provision herein described.


Name:

Birthdate: (mm/dd/yyyy)

Other Name on Gift:

Birthdate: (mm/dd/yyyy)

Phone:
(000-000-0000)
Email:
(you@domain.com)
Preferred Contact:
Phone            Email


As an indication of my support for the University of Iowa, I am pleased to confirm that I have made an estate provision for the State University of Iowa Foundation as follows: 

Bequest in a will/living trust
Bequest of retirement plan assets
Life insurance (UI Foundation is owner and beneficiary)
Life insurance (UI Foundation is beneficiary only)
Other deferred mechanism (please specify):
Charitable gift annuity
Charitable remainder trust (UI Foundation is trustee)
Charitable remainder trust (UI Foundation is not trustee)
I/we retain right to change beneficiaries
UI Foundation is irrevocable beneficiary

General Description of Use of Gift:

Definition of Value of Provision: (specify amount, percentage of estate, description of gift property, etc.)

Understanding that the value of my gift is subject to change, as of today, I estimate the value of my estate provision to be approximately: $




 



 


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