Contingent
by Clint Travis

Understanding the Two Types of Contingent Gifts

As a general rule, we don’t count contingent gifts. The idea that we will only see a particular gift if something else happens, allows for too much uncertainty and so we won’t add those gifts to our campaign numbers. (Though you can still…
Heritage Society Tailgate
by Megan Powell

BYOB(equest)

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…
by Clint Travis

Overcoming Objections: Trust in Place

I was recently speaking with a gift officer about a donor who said all their money would be going into a trust when they pass and they aren’t planning on making changes. Any changes at this point would be difficult and costly. Like most…
ThreeSimpleWaysToMakeAPlannedGift-1200x600-prefered
by Allison Godley

3 Simple Ways to Make a Planned Gift

Three simple ways to make a planned gift to the University of Georgia Foundation: Bequest – Designate the “University of Georgia Foundation” as a beneficiary of your estate by will or trust. Retirement Plan Assets – Contact your…
UGA Planned Giving Documents
by Patrick Knowles

What Documentation Do You Need to Book a Planned Gift?

Below is a list of the required documentation to book a bequest, a gift in a revocable living trust or a beneficiary designation (life insurance and retirement). Fully completed Statement of Future Gifts; Copy of the relevant language…