by Lindsay Tuck Morris

March ’24 DAR Star: Ryan Rasmussen

Meet this month's DAR Star Ryan Rasmussen, an assistant director of gift and estate planning and amateur surfer.
by Lauren Schlesinger

Your Giving Superpower Unleashed!

Are you ready to make your mark on the future of the University of Georgia? Open Enrollment is here, and it's the perfect opportunity to supercharge your giving. The Office of Gift and Estate Planning invites all UGA faculty and staff to embark…
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by Ryan Rasmussen

SECURE Act 2.0 Changes to Retirement Accounts

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With all the excitement this new year has brought us, I’m sure the newest tax legislation is one of the last things on your mind. Now that the Georgia Bulldogs solidified their rightful place as kings of college football for the second year…
Heritage Society Tailgate
by Megan Powell

BYOB(equest)

Heritage Society Tailgate The Office of Gift and Estate Planning hosted its third annual Heritage Society Tailgate on November 5, 2022, prior to the UGA vs. Tennessee football game. The invitation-only event welcomed more than 130 Heritage…
Ryan and his wife, Faith.
by Haley Arner

Meet Trusts and Estates Coordinator Ryan Rasmussen

Meet the newest member of the Gift and Estate Planning Team, Ryan Rasmussen, and learn more about his role as Trusts and Estates Coordinator.
cafeteria line
by Patrick Knowles

Tips on Identifying Planned Giving Prospects

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People assume that when identifying the ideal planned giving prospect, they are describing an older generation that attends the early bird restaurant specials and the local bingo hour. Yes, planned giving prospects tend to be an older population,…
UGA Chapel in Spring
by Clint Travis

How the CARES Act may impact your donors.

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The CARES Act may spur questions from donors. As always, your colleagues within the Office of Gift & Estate Planning are here to help you. This is the information that we are sending to a select group of donors. The federal government has…
Donor Experience & Legacy Giving Survey Cover
by Melissa Lee

An Unlikely Pairing of Planned Giving and Stewardship

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The Donor Experience and Legacy Giving Survey was initiated in 2019 as a seemingly unlikely collaboration across offices within Development and Alumni Relations. Gift and Estate Planning suggested that UGA utilize a survey as a fundraising…
Contingent
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…