UVU Gift Planning
Thanks for visiting the Utah Valley University website. I am sure you'll find valuable information to allow you to improve your personal finances now and help students in the future. I have worked with many people who are benefiting from life income gifts, gift annuities and other plans. If you have any questions, please email me by clicking here or call me at 801-863-8204.
The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future. You will be guided through a series of questions that will help you identify your family members, estate assets and financial goals.PLAN NOW
Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.More
Personal Planner
The American Taxpayer Relief Act of 2012 created permanent rules for federal estate planning. These principles are helpful in creating estate plans, since there now is...MORE
Washington News
This week, Senate Finance Chair Max Baucus (D-MT) and House Ways and Means Committee Chair Dave Camp (R-MI) continued to move forward with tax reform. Sen. Baucus noted that...MORE
Donor Story
Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene and Carol are looking for a way to save taxes.MORE
