Office of Gift and Estate Planning

POLICY: 9.3
Effective Date:
Last Updated: 05/18/2010

This Office provides expertise in the planning, cultivation, and solicitation of Aplanned gifts@ to benefit the University. A planned gift is a commitment reached after consideration of the comparative benefits of a major outright gift and/or a future expectancy or a gift involving obligations between the University of Georgia, Inc., its related foundations, and the donor. Because the documentation and execution of many planned gifts may be complex in terms of protecting all parties, this Office must review all documents relating to such gifts prior to execution by the donor and acceptance. The donor will always be advised to seek his/her own outside legal and tax counsel before executing a planned gift.

 Heritage Society

The Heritage Society was established to honor alumni and friends who have made documented bequests in their Wills or other planned gifts in support of the University. Members= names are listed annually in University publications, and periodically members are invited to special events. Further recognition includes a membership certificate and lapel pin.