Bank Accounts, Certificates of Deposit, or Brokerage Account Designations
Designating UNH as beneficiary of your bank accounts, certificates of deposit, or brokerage accounts is a simple and straightforward way to support our work. There are two options you can use to make this gift to us:
Payable on Death (POD).* By placing a POD designation on your bank account or certificate of deposit, you can name one or more persons or charities as the beneficiary of all funds once you, the account owner, pass away. The beneficiary you name has no rights to the funds until after your lifetime. Until that time, you remain in control and are free to use the money in the bank account, change the beneficiary, or close the account.
By setting up your bank account or certificate of deposit 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 the funds to whomever you designated. Simply ask your bank representative about the one or two easy steps you need to take in order to place a POD designation on your bank account or certificate of deposit.
Transfer on death (TOD).* By placing a TOD designation on your brokerage or investment account, that account will be paid over to one or more persons or charities after your lifetime. It is not necessary for the TOD designation to transfer all of the account solely to charity—you can designate a certain percentage of the account. Like a POD account, with a TOD account the beneficiary you name has no rights to the funds until after your lifetime. Until that time, you are free to use the money in the brokerage account, change the beneficiary, or close the account.
A TOD designation also simplifies the estate planning and administration process. The executor or administrator of your estate will not have to take any action to ensure that your securities transfer to whomever you designated. To set up the TOD endorsement, simply contact your investment advisor and provide instructions regarding the change.
*State laws govern payable on death accounts and transfer on death accounts. Please consult with your bank representative or investment advisor if you are considering these gifts.
Please use the legal information below and share with your trusted advisors.
Legal Name: The University of New Hampshire Foundation, Inc.
Address: 9 Edgewood Road, Durham NH 03824
Tax ID: 02‐0437506
Next Steps
- Contact UNH's Office of Gift Planning for additional information on making gifts through different account designations so we can help you direct your gift to the UNH cause that means the most to you.
- Discuss the giving options with your personal advisors to be sure the gift vehicle you choose is the right fit for you.
- Please let us know if you have made this gift to UNH in your estate plans, and we would be happy to recognize you in our Thompson Society, a special community of forward-thinking UNH alumni and friends who have created their legacy here. It is important to complete simple documentation with UNH to ensure we honor your wishes down the line.
Please feel free to share the sample bequest language below with your attorney:
Sample Language“I give to the University of New Hampshire Foundation, Inc., at 9 Edgewood Road, Durham NH 03824, a New Hampshire nonprofit corporation, or its successor, Federal Tax Identification Number 02‐0437506, [insert here a description of the particular property]."
We're here to help you!
Please contact the UNH Office of Gift Planning with your questions.
Email: gift.planning@unh.edu
Phone: (603) 862-3694
Welcome to the Thompson Society!
During the Celebrate 150 Campaign (2012-2018), more than 200 families made planned gifts to UNH, ranging from $10,000 to millions of dollars, which have already started to have an impact on future generations. But the story of legacy goes back to the origins of UNH when Benjamin Thompson left his farm and other assets to establish what would ultimately become the Durham campus of the University of New Hampshire.
The Thompson legacy has impacted hundreds of thousands of lives, and yours can, too.
As a legacy donor, you'll become a member of the Thompson Society, a distinguished group of supporters who have documented planned gifts to UNH. The UNH Office of Gift Planning will work with you to explore options that best meet your philanthropic goals and timeline--whether you wish to make an immediate impact, generate income with your gift, or make gifts through your will.
We look forward to welcoming you to this prestigious membership of generous donors providing support to generations of Wildcats to come, and we are honored to work with you to create your UNH legacy.
