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…