

by Clint Travis
How the CARES Act may impact your donors.
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…


by Melissa Lee
An Unlikely Pairing of Planned Giving and Stewardship
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…


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 Megan Powell
BYOB(equest)
Heritage Society Tailgate
The Office of Gift and Estate Planning is excited to announce we are hosting the first-ever Heritage Society Tailgate, October 12, 2019, for the UGA vs. South Carolina game. Planned giving stewardship sometimes gets…


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…