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UW Foundation

Creating a Notification of Legacy Gift

If you choose or have chosen to name the University of Wyoming as a beneficiary of your estate, please let us know your plans. This will enable us to ensure your intentions are carried out as you wish, to show our appreciation of your generosity by including you as a member of our Legacy Society, and—equally as important—to use your example as an inspiration to others to include UW in their future plans, if you so wish.

In addition, if you would like to further specify the use of your funds, including the creation of a named endowment, we would like to work with you on a Notification of Legacy Gift that would be kept on file at the UW Foundation along with the applicable pages of your estate plan describing your gift. This procedure will permanently document your values and your intentions for the future.

 

Click here for a Notification of Legacy Gift form (in Word)

 

This form is optional, but if you are willing to document your gift, here is some guidance on filling out the form.

The gift designation section indicates the purpose and intent of your gift. Your response can be as general as “for the College of Education” or as specific as “expendable distributions from this endowment fund shall be used to pay for student travel.” It is your money and we want to use it in a way that is most meaningful to you. However, you could contact us, if you would like, so we can match your wishes with the funding needs of the program you are interested in supporting.

Please fill out the approximate current value of your gift. We really appreciate you sharing the details of your financial plans. This is not a legally binding document but assists UW colleges, departments, and programs in planning for the future. Know that information disclosed will be kept strictly confidential. We will not publish or release personal information about you or your gift without your permission.

We are so very grateful for your commitment to the University of Wyoming. Feel free to contact us with any questions.

 

 

 

 

Contact For More Information:

Clayton Melinkovich
Clayton Melinkovich
Associate Director of Planned Giving
clayvich@uwyo.edu
(307) 766-4259

If you have made the University of Wyoming part of your estate plan, we encourage you to contact us so that we can properly document your intentions and to express our sincerest thanks. Please consult your attorney or tax advisor before making any charitable gift planning decision.


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