Resources for professional advisors

In your work as a professional advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to the University of Edinburgh USA Development Trust. Please use these tools as you help your clients with their charitable plans, and feel free to contact us for more information or assistance.

Tools for professional advisors

Legal name: The University of Edinburgh USA Development Trust
Legal 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.

See the benefits today

Provide your clients with a free, no-obligation illustration of their gifts to the University of Edinburgh USA Development Trust with our Gift illustrator tool. Instantly calculate deductions, tax savings and other benefits for multiple gift types.

Official language for including the University of Edinburgh USA Development Trust in a will

If your clients are interested in supporting the University of Edinburgh USA Development Trust with a gift in their wills, we have provided sample bequest language that they can bring to their estate planning attorneys.

Partner with us

We understand that gifts to charities such as the University of Edinburgh USA Development Trust can be an important part of your clients' overall financial and estate plans. That is why we're committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors and our gift planning staff—all working together to arrange the best gift possible.