Gift in your will or living trust

Deepen your connections

You want to leave money to the University of Edinburgh USA Development Trust in your will. You also want the flexibility to change your will in the event that life circumstances change. You can do both.

In as little as one sentence, you can complete your gift. This type of donation to the University of Edinburgh USA Development Trust in your will or living trust helps ensure that we continue our mission for years to come.

See how it works

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An example of how it could work

Young family with kidsWith three minor children, Andrew and Amy knew that it was time to create an estate plan for their family. They found that the estate planning process helped them reflect on the people and nonprofits that were important to them and the legacy they would like to leave. They learned how easy and flexible it can be to include one sentence to make a gift to the University of Edinburgh USA Development Trust for a percentage of their estate or a specific dollar amount.

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Next steps

  1. Contact Morag Murison at +44 (0) 131 650 2240 or legacy-giving@ed.ac.uk for additional information or to chat more about the different options for including the University of Edinburgh USA Development Trust in your will or estate plan.
  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.

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