Office of Estate & Gift Planning
Resources for Professional Advisors
In your work as a professional advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to the University of Florida. Please use these tools as you help your clients with their charitable plans, and feel free to contact us for more information or assistance.
Tools for Professional Advisors
Legal name: The University of Florida Foundation, Inc.
Federal tax ID number: 59-0974739
Located in: 1938 West University Avenue, Gainesville, FL 32603
See the Benefits Today
Provide your clients with a free, no-obligation illustration of their gifts to UF with our Gift Illustrator tool. Instantly calculate deductions, tax savings and other benefits for multiple gift types.
Make a Gift to UF in Your Will
If your clients are interested in supporting UF with a gift in their wills, we have provided sample bequest language that they can bring to their estate planning attorneys.
Partner With Us
We understand that gifts to charities such as UF can be an important part of your clients' overall financial and estate plans. That's why we're committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors and our gift planning staff—all working together to arrange the best gift possible. Click here to learn more about the UF Advisor Network.
Not Sure How to Begin Planning?Download My FREE Personal Estate Planning Kit
The University of Florida Foundation is not affiliated with, and does not provide, endorsements for professional advisors. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Charitable Gift Annuities may not be available in all states.