Office of Estate & Gift Planning
You Have Questions, We Have Answers
What You Need to Know About Gift Planning
As more people start to plan for the future, many have questions about making an impact at UF. We’ve put together a short list of frequently asked questions that you may find helpful as you craft your estate plan and consider giving back.
Q. I’m not able to make a gift at this time, but is there something I can do in the future?
A. Absolutely. There are a variety of different ways to include a gift to the University of Florida in your estate plan, many of which don’t require you to part with assets today. Contact UF's Office of Estate & Gift Planning to explore your giving options.
Q. How do I designate the University of Florida as a beneficiary of my retirement plan assets?
A. Simply contact your plan administrator for a change-of-beneficiary form. Name us as beneficiary, then sign, date and return the form to your provider. Even easier yet—log onto their website and update your designations online.
Q. Can someone at the University of Florida tell me more about my options and future benefits?
A. Absolutely. We are happy to walk you through the process and work with your planning team to help you find the best gift option.
Create Your Legacy at UF
There are many ways you can make an impact at UF through a future gift. Contact UF's Office of Estate & Gift Planning at giftplanning@uff.ufl.edu or 352-392-5512, toll free at 866-317-4143 to learn more.
The University of Florida Foundation is not affiliated with, and does not provide, endorsements for professional advisors. Information contained herein was accurate at the time of posting. 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 any 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.Privacy Policy | Cookie Policy