Gift in Your Will or Living Trust

Deepen Your Connections

You want to leave money to Union Institute & University 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 UI&U in your will or living trust helps ensure that we continue our mission for years to come.

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View and download your FREE copy of A Guide to Making Your Will.

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An Example of How It Works

Young family with kidsMeet Tom and Martha. When they got married and created a will, they included a $75,000 gift to UI&U. As the family grew to include three children, Tom and Martha decided to revise their gift to ensure their children's future financial security.

They met with their attorney and revised the gift language so that UI&U received a percentage of their estate, instead of a specific amount. Tom and Martha now rest easy knowing their plans will provide for the people and charitable work they love.

Watch How It Works

See How It Works

Next Steps

Take these steps to plan your gift

  1. Contact Carolyn B. Krause at 513-487-1165 or development@myunion.edu for additional information on bequests or to chat more about the different options for including UI&U in your will or estate plan.
  2. Seek the advice of your financial or legal advisor.
  3. If you include UI&U in your plans, please use our legal name and federal tax ID.

Legal Name: Union Institute & University
Address: 440 E McMillan Street Cincinnati, OH 45206
Federal Tax ID Number: 31-0747997

Personal Estate Planning Kit

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