LEAVE YOUR MARK

Your UGA experience helped you accomplish so much. Now, through your planned gift, you can accomplish so much more. We can show you how.

The Office of Gift and Estate Planning can coordinate with you and your professional advisors to help you create a positive and lasting impact at the University of Georgia in the way most advantageous to you and your family.

Planned gifts, gifts commonly donated through a will or trust, are designed to help you meet your financial and charitable goals while supporting the University of Georgia in the long term. A planned gift to the University of Georgia Foundation gives you the flexibility to meet your personal financial needs today while also leaving a legacy at UGA. You can create a meaningful impact in the future by taking the time today to share your vision and put your plans into action. Explore your options.

Easy ways to make a planned gift to UGA

Your Will
Include language in your will or trust designating the “University of Georgia Foundation” as beneficiary of your assets. Contact us so we can coordinate with you on the appropriate documentation to ensure your gift is used in accordance with your wishes when received.
Retirement Plan Assets
Complete a beneficiary designation form provided by your retirement plan custodian. Designate the “University of Georgia Foundation” as beneficiary. Submit the form to your retirement plan custodian.
IRA Rollover
Individuals age 70 ½ years old or older can transfer up to $100,000 per year to The University of Georgia Foundation from an IRA to satisfy the required minimum distribution for the year.
Charitable Gift Annuity (CGA)
Transfer your cash or other assets, such as stock, to “The University of Georgia Foundation” in exchange for fixed payments for you and/or someone else you choose each year for your lifetime(s). The remainder of the assets support the University of Georgia.

Interested in learning more?

Complete the form below and we’ll provide you with more information on planned giving at UGA.

There are many more ways you can make a planned gift to benefit the university. Feel free to explore on your own, but know that you can always contact us for help. We will help you plan what’s best for your family and the Bulldog family. That’s our commitment.

Get Started Writing Your Will Today

FreeWill can be used to create a fully valid will, and is free to you whether you choose to include a gift to the University of Georgia or not. You can also use FreeWill to prepare a list of documented wishes to bring with you to your attorney’s office, saving you time and money.

It only takes 20 minutes to fill out the information needed to create your last will and testament. Get started writing your will for free today.

Get Started with FreeWill

How to make a deferred gift

A lot of people assume making a planned or deferred gift is complicated. We created this video to help explain how simple and impactful it can be to leave a portion of your retirement assets to UGA.

“I had not thought much before about the future, but through this commitment I’ll be leaving a legacy long after I’m gone.”

Susan Kane
Planned Giving Donor

Aspiring to higher levels

These individuals are choosing to leave a legacy at UGA through a planned gift.

C. Morgan Moore

(BBA ’13)

Morgan’s experience coming up through the foster care system instilled a need to give back and a desire to invest in others.

Susan Kane

(BSPH ’93)

For Susan Kane (BSPH ’93), giving means today … and giving means hereafter.

Andre Mackey

(BSPH ’88)

Andre Mackey is giving back to the university that provided him with an education, career opportunities and priceless experiences.

Benefits of making a planned gift

Make an impact
UGA donors are helping talented students push boundaries, take risks and follow their passions. Their gifts are funding critical research that will improve lives and are bringing more distinguished faculty members to campus to inspire the leaders of tomorrow.
Assuring the Future
As the birthplace of higher public education in America, the University of Georgia is committed to keeping tuition and fees affordable for all students. However, in an era of rising costs and decreasing state support, the university relies on private support more than at any time in its history.
Tax Benefits
The tax advantages of planned giving may be substantial by providing immediate deductions and/or by possibly reducing estate taxes in the future.

The Heritage Society honors alumni and friends who have made a deferred gift to support University of Georgia.

Individuals are automatically welcomed into membership once they have documented a commitment to the University of Georgia, University of Georgia Foundation, or one of its affiliated organizations through a planned gift.
Members receive special recognition from the president, are listed in the Annual Honor Roll of Donors and are periodically invited to special events on campus.
There are currently over 1000 members strong representing over $250 million in documented expectancies to benefit the University. Countless scholarships, professorships, and support funds have been created through deferred gifts in addition to providing an ongoing source of unrestricted support.

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

Trusts & Estates Coordinator
ryan.r@uga.edu

Lauren Schlesinger

Marketing and Stewardship Coordinator
lkschlesinger@uga.edu

Carrie Bero

Administrative Associate
cbero@uga.edu

We are here for you

Contact Us Today

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