Planned Gift Agreement

POLICY: 2.3
Effective Date: 01/01/2004
Last Updated: 03/01/2012
Policy Owner: Coyle, Cindy

A Planned Gift Agreement is created to document the donor(s) intent to make a deferred gift.  Planned gifts can be for the support of an existing fund at the UGA Foundation can be used to establish a new fund, based on the intent of the donor(s).  The Development Officers or Dean/Vice President/Director at the University of Georgia will determine this through their work with the donor(s).  The Development Officers should work with the Office of Planned Giving regarding the acceptance of deferred gifts.  The Office of Financial Services acts as facilitator in the process of preparing the planned gift agreement for approval.