Information for professional advisers

We recognize that each of our supporters’ goals is unique, and we welcome the opportunity to assist you with incorporating your clients’ philanthropic objectives into a well-crafted estate plan.

We can provide language for:

  • Sample gift calculations and illustrations for your clients.
  • Suggested bequest language.
  • Language for named endowed funds.
  • Beneficiary designations.
  • Sample trust agreements.

Legal name
All planned gifts should be directed to the Board of Regents of the University of Washington.

Tax ID number
The University of Washington’s Tax ID number is 91-6001537.

KASPICK & CO. provides the UW with planned gift administration services, including document review, payment processing and tax preparation. The Kaspick investment team combines investment experience with expertise in planned giving to successfully manage gifts of all types, including charitable remainder trusts, lead trusts, pooled income funds and gift annuities. Kaspick’s trust administration team has extensive knowledge of trust and tax law and the practical experience necessary to meet the needs of each trust. Administration services are closely coordinated with investment activities. The team has a proven track record of producing competitive risk adjusted returns.

 

Official bequest language for the University of Washington

“I give to the BOARD OF REGENTS OF THE UNIVERSITY OF WASHINGTON, Seattle, Washington (the “University”) _______________ Dollars ($____________)

[alternate 1:] _____________ percent (______%) of the residue of my estate.

[alternate 2:] all of the residue of my estate.

[alternate 3:] specific asset for (purpose) by (school/college/program).

If you are considering a bequest and want help with specific language, a member of the Planned Giving staff will be happy to work with you or your adviser to ensure your gift does exactly what you intend.

If you’ve already made a provision in your will or trust or have named the UW as a beneficiary of your retirement plan, IRA or life insurance policy, we invite you to contact us so we can welcome you as a member of the Henry Suzzallo Society. If you would prefer to remain anonymous your gift will be kept confidential.

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