

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…


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…


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…


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…