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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Sample Bequest Language

Thank you for considering inclusion of a gift in your will and/or trust for the "University of Georgia Foundation" to benefit the University of Georgia. Below we have provided sample language to aid you and your attorney in preparation of your estate documents. If you choose to include a gift to benefit the University in your will/trust, please contact the Office of Gift and Estate Planning (contact information below) to let us know of your plans. This will enable us to show our appreciation for your generosity and will also allow us to include your support in planning for the University's future.

Bequest for Unrestricted Purposes:

I give, devise, and bequeath to the UNIVERSITY OF GEORGIA FOUNDATION, a non-profit corporation duly existing under the laws of the State of Georgia and located in Athens, Clarke County, Georgia, % of estate or $ amount , as an unrestricted gift to benefit the University of Georgia.

Bequest to Benefit an Existing Fund:

I give, devise, and bequeath to the UNIVERSITY OF GEORGIA FOUNDATION ("Foundation"), a non-profit corporation duly existing under the laws of the State of Georgia and located in Athens, Clarke County, Georgia, % of estate or $ amount , for ____________(Fund Name Here) ___________ to benefit the University of Georgia. Should circumstances later render it impossible or impractical to use this gift for the purpose herein designated, then the University of Georgia Foundation may use the gift for other purposes, adhering as closely as possible to my original intent.

Bequest to Create a New Endowment*:

I give, devise, and bequeath to the UNIVERSITY OF GEORGIA FOUNDATION ("Foundation"), a non-profit corporation duly existing under the laws of the State of Georgia and located in Athens, Clarke County, Georgia, % of estate or $ amount , to establish an endowed fund to be used in accordance with the Planned Gift Agreement between me, ____________(Donor's Name Here)____________, and the Foundation or, if no such agreement exists, to be used for unrestricted purposes to benefit the University of Georgia.

*If you wish to proceed with the option of creating a new endowment, please contact the Office of Gift and Estate Planning (contact information below) prior to having your estate documents prepared to obtain a listing of endowment minimums to ensure that your gift meets current endowment requirements at which time we will also coordinate with you on the Planned Gift Agreement.

The University of Georgia Foundation's Tax ID Number is 58-6033837.

The information contained above is not intended as legal or tax advice. Please consult with an attorney or tax advisor for such advice and for applicability of the above language to your particular circumstances.

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