The University of Georgia Foundation Deferred Gifts :: Ways of Giving :: UGA Foundation

 


Deferred Gifts

POLICY: 3.7
Effective Date: 01/01/2004
Last Updated: 01/12/2012
Policy Owner: Scott, Brandon

Deferred gifts, although given today, will not realize their benefit to the University until some years into the future. Large deferred gifts have a major impact on the University and its fundraising mission. We ask all deferred gift donors to make their gifts to UGAF. Since deferred gifts are integrally connected to the donor's financial and/or estate plans, deferred gifts are often referred to as planned gifts.

Life income gifts and estate gifts are two general categories of deferred gifts. Life income gifts provide either an income or the use of some assets for the duration of the donor's life. Estate gifts are normally associated with donor's wills or final distribution of estates. All donors who have documented a deferred gift to UGAF are eligible for membership in the Heritage Society.