Beneficiary Designations

Make a Gift in a Few Easy Steps

Are you passionate about supporting the University of Louisville, even after your lifetime? It is very simple to name the University of Louisville as a beneficiary of assets such as retirement plans and life insurance policies after you’re gone. Start by requesting a change-of-beneficiary form from your policy administrator or download the form from your provider's website. Make your desired changes and return the form to establish your gift.

Declaration of Intent Form

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See How It Works

An Example of How It Works

Campus photo Robert and Carol treasure the financial help they've been able to give their children and UofL over the years. The couple recently updated their will to leave stocks and real estate to their kids. They left UofL a $75,000 IRA to be transferred following their lifetime. Because UofL is tax-exempt, all $75,000 will help support our mission.

If Robert and Carol had left the IRA to their children, approximately $18,000* would have gone to pay federal income taxes—leaving only $57,000 for their family's use. Robert and Carol are happy knowing they are making the most of their hard-earned money thanks to their updated estate plan.

*Based on an assumption of a 24 percent marginal income tax bracket.

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Next Steps

  1. Contact the administrator of your retirement plan, insurance policy or bank account for a change-of-beneficiary form, or simply download a form from your provider's website. 
  2. Decide what percentage (1 to 100) you would like the University of Louisville to receive and name us, along with the percentage you chose, on the beneficiary form. Return the completed form.
  3. Contact Kathryn J. Sides, M.A., CFRE, CAP® at (502) 852-5051 or plannedgifts@louisville.edu to let us know your goals for the gift so we can ensure it is used as you intend.

Legal name: University of Louisville Foundation, Inc.
Address: 215 Central Avenue, Suite 212, Louisville, KY 40208
Federal tax ID number: 23-7078461

Learn More

Download our FREE guide Beneficiary Designations: Easy Ways to Leave Your Legacy.

Personal Estate Planning Kit

Our Top Free Resource

This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!

Download My Kit