Simple and Straightforward Ways to Support the University of Nebraska Foundation

Bank or Brokerage Accounts

Designating the University of Nebraska Foundation as beneficiary of your bank accounts, certificates of deposit or brokerage accounts is a simple and straightforward way to provide support.

To complete this gift, simply ask your financial institution for a change of beneficiary form and indicate the amount or percentage of assets you wish to direct to the foundation. The beneficiary designation should read: the University of Nebraska Foundation, a Nebraska nonprofit corporation.

You remain in control of the assets for your lifetime and are free to use the money, change the beneficiary or close the account. By setting up your bank account, certificate of deposit or brokerage account in this way, the estate planning and administration process is simplified. The executor or administrator of your estate will not have to take any action to ensure that your account transfers to whomever you designated.

Next Steps

  1. Contact a member of the gift planning team at 402-458-1100 or gift.planning@nufoundation.org for additional information.
  2. Seek the advice of your financial or legal advisor.
  3. If you include the University of Nebraska Foundation in your plans, please use our legal name and federal tax ID.

Legal name: University of Nebraska Foundation
Address: 1010 Lincoln Mall, Suite 300, Lincoln, NE 68508
Federal tax ID number: 47-0379839

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