Planned Giving

Your UGA Legacy

The Office of Gift and Estate Planning can coordinate with you and your professional advisors to help you create a lasting impact at the University of Georgia in the way most advantageous to you. Explore the options and create your UGA legacy today!

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Heritage Society

The Heritage Society was established by the University of Georgia Foundation Board of Trustees in 1995 to recognize the generosity of alumni and friends of the university that have documented a deferred gift to benefit the University of Georgia, University of Georgia Foundation, or one of its affiliated organizations.

The trustees felt that additional recognition was appropriate, not just to offer thanks to these donors, but to provide historical context to the magnitude of their generosity. Further, Heritage Society membership demonstrates for alumni and friends, who may be considering a deferred commitment, that this is a superb avenue through which to support the university, its students and faculty in perpetuity.

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 any of the following gift vehicles:

  • Bequest;
  • Retirement Plan Beneficiary Designation;
  • Life Insurance Beneficiary Designation;
  • Irrevocable Life Insurance Gift;
  • Charitable Gift Annuity;
  • Pooled Income Fund;
  • Charitable Remainder Unitrust;
  • Charitable Lead Trust; or
  • Life Estate Reserved (Real Property).

The Heritage Society is 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.

Members of this elite group receive special acknowledgement from the President, are honored annually in university publications, and are periodically invited to exclusive university functions.

If you have already included a gift in your will or trust to benefit the university, please click here to complete the paperwork to document your gift and allow us to welcome you to Heritage Society membership. If you would like to learn more about opportunities for supporting the university through a deferred gift, please click here to contact a member of the Gift and Estate Planning team.