1. Planned giving
  2. Endowed Gifts

Endowed Gifts

Your Gift Can Last Forever

An endowment gift to the University of Edinburgh USA Development Trust today provides a brighter picture for our future. When you make a donation to an endowment, you give a gift with both immediate and long-term benefits.

Endowment donations are invested. A portion of the annual income from the investment is used to address immediate needs at the University of Edinburgh USA Development Trust. The remaining funds are reinvested to ensure indefinite support.

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An example of how it could work

Couple Smiling Longtime the University of Edinburgh USA Development Trust supporters Charlie and Susan have two goals: First, they want to make sure the University of Edinburgh USA Development Trust continues to receive support after they are gone. Second, they want to create a lasting legacy for Charlie’s parents.

Charlie and Susan make a $25,000 donation to the University of Edinburgh USA Development Trust, which we invest, and each year, a portion of the income from the invested money will be used to support our mission in honor of Charlie’s parents. Plus, Charlie and Susan qualify for a federal income tax charitable deduction on their taxes.

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Next Steps

  1. Contact Morag Murison at +44 (0) 131 650 2240 or legacy-giving@ed.ac.uk to discuss endowed gifts.
  2. Seek the advice of your financial or legal advisor.
  3. If you include the University of Edinburgh USA Development Trust in your plans, please use our legal name and federal tax ID.

Legal name: The University of Edinburgh USA Development Trust
Address: 45 Rockefeller Plaza, Ste 2000, New York, NY, 10111, USA
Federal tax ID number: 52-1802057

The University of Edinburgh USA Development Trust, Inc, is a registered charity, which supports students, teaching and research at the University of Edinburgh. The Trust is incorporated in the State of Virginia and is recognized by the Internal Revenue Service as a 501(c)3 non-profit organization. Under its charter and in accordance with U.S. tax law, the University of Edinburgh USA Development Trust, Inc may not receive restricted gifts. However, the Board gives every consideration to donors’ requests when allocating gifts to the University of Edinburgh.

Please also note that the University of Edinburgh has its own charitable status. If you are a USA taxpayer, you can designate it as a beneficiary in your will because bequests to overseas charities are normally exempt from US estate tax. Life income gifts and other planned giving vehicles may need to be given to the University of Edinburgh USA Development Trust, Inc, in order to be eligible for favourable tax treatment under IRS rules.

Due to complexity of some gifts, we would encourage you to contact us to discuss your wishes in the first instance. Please note that the acceptance of each gift is decided on an individual basis.

We welcome enquiries from all donors throughout the US and Canada.

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