Planned Gifts: A Timeless Investment
The Heritage Society recognizes alumni and friends whose planned gifts will help shape the future of the University of Georgia. Established in 1995 by the University of Georgia Foundation Board of Trustees, the society celebrates individuals who have documented a deferred or estate gift benefiting the University of Georgia, University of Georgia Foundation, or one of its affiliated organizations.
Heritage Society members are part of a special community whose forward-thinking generosity helps ensure that UGA continues to educate tomorrow’s leaders, advance research, and serve communities across Georgia and beyond for generations to come.
Qualifying Gifts
You are welcomed into the Heritage Society when you document a planned gift that designates the University of Georgia, University of Georgia Foundation, or one of its affiliated organizations as a beneficiary.
Qualifying gifts include:
- Bequests in a will or living trust
- Retirement plan beneficiary designations (e.g., IRA, 401(k))
- Charitable gift annuities
- Charitable remainder trusts or lead trusts
- Life insurance beneficiary designations
- Other estate or deferred gifts that benefit the University of Georgia, University of Georgia Foundation, or one of its affiliated organizations.
Benefits of Membership
- Invitation to the annual Heritage Society Tailgate
- Invitation to the annual Presidents Club Reception*
- Heritage Society biannual e-newsletter
- Presidents Club biannual e-newsletter*
*To learn more about becoming a formal Presidents Club member, contact us at gifts@uga.edu or visit the Presidents Club page under Giving Societies.
EVERY LEGACY HAS A STORY — EACH ONE AS UNIQUE AS THE BULLDOGS WHO CREATE THEM
The donors featured here have made lasting commitments to UGA through planned gifts, helping to advance education, discovery, and service for generations to come. These stories highlight just a few of the many ways Bulldogs make a difference through planned giving and invite you to imagine the impact your own legacy could have at UGA.
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
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.
