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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…
Heritage Society Tailgate
by Megan Powell

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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…
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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…
UGA Planned Giving Documents
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…