Donor Advised Funds

Are you looking for a way to benefit the University of Georgia both now and in the future? Would you like to simplify your annual and lifetime charitable giving? A donor-advised fund (or DAF) might be a great solution for you. You can also use a DAF to distribute gifts to numerous charities. With a DAF, you can make gifts to charity during your lifetime, and when you pass away, your children can carry on your legacy of giving or you can establish a charity (or multiple charities) as a beneficiary.

BENEFITS OF A DONOR ADVISED FUND

Establish a flexible vehicle for annual charitable giving
Benefit from a more tax and cost-efficient alternative to a private foundation
The asset(s) used to fund a donor-advised fund can be invested and grow tax-free
Obtain a charitable income tax deduction in the year of your contribution
You’ll only have one tax receipt to report on your income tax return, no matter the number of charities you decide to give to

HOW A DONOR ADVISED FUND WORKS

Contribute cash or other assets to the donor-advised fund.
Initiate gifts from your DAF to support the charitable organizations you want to support.
You make annual recommendations on gifts to be made from your DAF.
When you pass away, have your loved ones continue your charitable giving legacy or designate one or many charities as a beneficiary.

More on donor advised funds

If you have a Donor-Advised Fund, or plan to establish one, consider making the University of Georgia Foundation a beneficiary. The process to update your beneficiary with your DAF is very simple. You’ll likely be required to provide the following University of Georgia Foundation information.

Charity Name – The University of Georgia Foundation
EIN/Tax ID: 58-6033837
Address:
The University of Georgia Foundation
1 Press Place, Suite 101
Athens, GA 30601

Contact Us

If you have any questions about donor advised funds, please contact us. We would be happy to assist you and answer any questions you might have.

Our team is here to help

If you are interested in learning more about opportunities for supporting the university through a planned gift, reach out today or give us a call at 706-542-8140. We’re always happy to help answer any questions you may have.

Mike Cook

Senior Director, Gift & Estate Planning
mikecook@uga.edu

Patrick Knowles

Associate Director, Gift & Estate Planning
pknowles@uga.edu

Ryan Rasmussen

Assistant Director, Gift & Estate Planning
ryan.r@uga.edu

Zeb Brookshire

Trusts and Estates Coordinator
zbbrooks@uga.edu

Lauren Schlesinger

Marketing and Stewardship Coordinator
lkschlesinger@uga.edu

Carrie Bero

Administrative Associate
cbero@uga.edu

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This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.

UGA Foundation

gifts@uga.edu

706-542-6677

EIN/Tax ID: 58-6033837