https://www.dar.uga.edu/wp-content/uploads/pexels-andrea-piacquadio-3760067_for-web.jpg 800 1200 Emily Munnell https://dar.uga.edu/wp-content/uploads/UGADAR-logo-horizontal2.png Emily Munnell2023-01-19 08:53:192023-01-19 09:09:39SECURE Act 2.0 Changes to Retirement Accounts
SECURE Act 2.0 Changes to Retirement Accounts
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…
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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…
https://www.dar.uga.edu/wp-content/uploads/RyanWithWife_sized.jpg 800 1200 Haley Arner https://dar.uga.edu/wp-content/uploads/UGADAR-logo-horizontal2.png Haley Arner2022-08-04 11:58:022022-08-04 15:06:38Meet Trusts and Estates Coordinator Ryan Rasmussen
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.
https://www.dar.uga.edu/wp-content/uploads/plannedGiving.jpg 687 1030 Emily Munnell https://dar.uga.edu/wp-content/uploads/UGADAR-logo-horizontal2.png Emily Munnell2021-05-05 13:56:402021-05-14 14:22:41Tips on Identifying Planned Giving Prospects
Tips on Identifying Planned Giving Prospects
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,…
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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…
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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…
https://www.dar.uga.edu/wp-content/uploads/Contingent-Image-by-Gerd-Altman_Pixabay.jpg 806 1200 Emily Munnell https://dar.uga.edu/wp-content/uploads/UGADAR-logo-horizontal2.png Emily Munnell2020-03-10 21:14:572020-03-10 21:14:57Understanding the Two Types of Contingent Gifts
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…
https://www.dar.uga.edu/wp-content/uploads/Susan-Kane-photo-for-blog.jpg 800 1200 Danielle Bezila https://dar.uga.edu/wp-content/uploads/UGADAR-logo-horizontal2.png Danielle Bezila2019-04-21 13:37:502019-04-29 13:38:43Overcoming Objections: Trust in Place
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…
https://www.dar.uga.edu/wp-content/uploads/ThreeSimpleWaysToMakeAPlannedGift-1200x600-prefered.jpg 800 1200 David Fairbairn https://dar.uga.edu/wp-content/uploads/UGADAR-logo-horizontal2.png David Fairbairn2019-03-03 22:32:262019-03-07 16:24:333 Simple Ways to Make a Planned Gift
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…
https://www.dar.uga.edu/wp-content/uploads/WhatDocumentationDoYouNeed.jpg 800 1200 David Fairbairn https://dar.uga.edu/wp-content/uploads/UGADAR-logo-horizontal2.png David Fairbairn2019-02-28 22:44:432019-04-02 13:46:26What Documentation Do You Need to Book a Planned Gift?
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…