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Designating UW as a Beneficiary

 

Naming UW as a beneficiary of a retirement plan, life insurance, or bank account is one of the easiest ways to leave a legacy at UW. 

Steps to Designate UW as a Beneficiary

  • Request a beneficiary designation form from your plan administrator, bank, or account custodian.
  • Name the "University of Wyoming Foundation" as the primary or contingent beneficiary on the form. 
  • Options include 1) naming UW as the sole beneficiary, 2) designating a set dollar amount to UW, or 3) designating a percentage of your assets to UW. Also, please note if you would like your gift to benefit a specific college, program, scholarship, or existing fund.
  • The UW Foundation is the University of Wyoming’s nonprofit fundraising organization, and a gift designated to the UW Foundation is a gift to UW.
  • If needed, the University of Wyoming Foundation tax ID number (EIN) is 83-0201971.
  • Sign, date, and return form to your plan administrator, bank, or account custodian.
  • Note that your beneficiary designation takes precedence over your will or trust document. 

Benefits to You

  • You may be entitled to tax benefits, including income tax or estate deductions.
  • No legal costs.
  • You don’t need to update your will.
  • You may be able to give a larger gift through your legacy than if you gave a gift right now.

Assets You Can Designate

  • Retirement plans such as IRAs, 401(k)s, and 403(b)s
  • Term life insurance
  • Bank accounts
  • Investment accounts
  • Commercial annuity contracts

We recommend that you let us know that UW has been named as a beneficiary. That way, we can thank you and answer any questions you may have about the impact of your gift.

And please contact us with questions or comments. Our assistance is at no cost to you.


Contact Information

 

Brett Befus

Brett Befus

Associate Vice President for Development
Marian H. Rochelle Gateway Center
307-766-4259 | bbefus@uwyo.edu

 

 

 

 

Ben Rose

Ben Rose

Director of Development, Gift Planning
Marian H. Rochelle Gateway Center
307-766-1801 | brose6@uwyo.edu

 

 

 

 

  
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