Estate, Trust, and Gift Planning
The Office of Estate, Trust and Gift Planning is a means of establishing long-term partnerships between donors and the University of Idaho, providing valuable tax benefits and a means of leaving a legacy.
Robert Scholes, Associate Director
(208) 885-5371 | rscholes@uidaho.edu
Edward McBride, Gift Planning Specialist
(208) 885-9026 | mcbride@uidaho.edu
Barbara Lyon, Assistant to the Director, Associate Director and Gift Planning Specialist
(208) 885-1201 | blyon@uidaho.edu
Robert Scholes, Associate Director
(208) 885-5371 | rscholes@uidaho.edu
Edward McBride, Gift Planning Specialist
(208) 885-9026 | mcbride@uidaho.edu
Barbara Lyon, Assistant to the Director, Associate Director and Gift Planning Specialist
(208) 885-1201 | blyon@uidaho.edu
Action Items
Benefits of Giving
- Increase donor income
- Reduce donor taxable income
- Avoid capital gains tax
- Reduce assest tax rate
- Benefits the University