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...
View Article3 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...
View ArticleOvercoming 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...
View ArticleBYOB(equest)
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....
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