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?

By Patrick Knowles 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…