Heritage Society Tailgate
The Office of Gift and Estate Planning is excited to announce we are hosting the first-ever Heritage Society Tailgate, October 12, 2019, for the UGA vs. South Carolina game. Planned giving stewardship sometimes gets put on the back burner, once the gift has closed as it can be difficult to maintain relationships across decades.
When your unit hosts an event we encourage you to make it a regular practice to include your planned giving donors. A simple invitation to a unit event or an annual thank you note can aid in maintaining meaningful relationships with your planned giving donors.
If you have any questions about planned giving stewardship efforts or about getting a list of your planned givers, please contact Megan Powell!