Statement of Future Gifts
This form allows you to document your deferred gift benefit the university to ensure your gift is used in accordance with your wishes.
Sample Bequest Language
This sample language is available for you to share with your professional advisors to aid you in preparation of your estate documents.
Sample Letter to Custodian
This can be used as a template for initiating the IRA charitable rollover.
Sample Letter to Foundation
This can be used as a template to notify the Foundation of the incoming transfer.
UGA Foundation Tax Determination Letter
This letter is available for you to share with your professional advisors and/or retirement plan administrators should you be considering a gift to benefit the Foundation.
UGA Foundation Endowment Minimums
Review Foundation minimums for funding a new endowment. Please note that some colleges and areas may have higher endowment minimums.
Explore the benefits of a charitable gift annuity and charitable remainder unitrust by viewing illustrations based on your data input (i.e., age, value of property, etc.).
Learn more about exciting things happening at the university and view resources and tips related to personal planning.
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