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!

Gift Options

Gifts Having Immediate Impact

Gifts of Cash

A gift of cash is a simple and easy way for you to make a gift.

Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to our organization.

Gifts of Real Estate

Donating appreciated real estate, such as a home, vacation property, undeveloped land, farmland, ranch or commercial property can make a great gift to our organization.

Charitable Lead Trust

You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.

IRA Rollover

Congress recently enacted a permanent extension of the IRA Charitable Rollover. As a result, you can make an IRA rollover gift in 2015, 2016 and beyond.

Gifts Taking Effect After Death

Bequest

You designate our organization as the beneficiary of your asset by will, trust or beneficiary designation form.

Gifts of Retirement Assets

Donating part or all of your unused retirement assets such as a gift from your IRA, 401(k), 403(b), pension or other tax-deferred plan is an excellent way to make a gift to our organization.

Gifts of Insurance

A gift of your life insurance policy is an excellent way to make a gift to charity. If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy. For example, you may have purchased a policy to provide for minor children and they are now financially independent adults.

Life Estate Reserved

You give your property to our organization but retain the right to use the property during your life.

Gifts Generating Income

Charitable Gift Annuity

You transfer your cash or appreciated property to our organization in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.

Charitable Remainder Unitrust

You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.

Charitable Remainder Annuity Trust

You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.

scriptsknown