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 Rhode Island. 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 Rhode Island Foundation
Federal tax ID number: 05-6014351
Located in: 79 Upper College Road, Kingston, RI 02881

Important Forms
Sample Bequest Language
Confidential Membership Information Form
Request for Direct Deposit Form
Documenting Your Estate Gift Form
Funding a Charitable Gift Annuity with Securities Form
Real Estate Information Sheet

Gift Illustrator

Partner With Us
We understand that gifts to charities such as URI can be an important part of your clients' overall financial and estate plans. That's 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.

Start Planning Today

Not Sure How to Begin Planning?

Download our FREE Personal Estate Planning Kit