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.


 



Pete Volk, Director
(208) 885-1201 | pvolk@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


Benefits of Giving


  • Increase donor income
  • Reduce donor taxable income 
  • Avoidance of capital gains tax
  • Passing assets at a reduced tax rate
  • Benefits the University of Idaho