OGP provides expertise in the planning, cultivation, and solicitation of “planned gifts” to the University of Georgia. A planned gift is a commitment reached after consideration of the comparative benefits of a major outright gift and/or a future expectancy or a gift involving obligations between the University of Georgia Foundation and the donor. Because the documentation and execution of many planned gifts may be complex in terms of protecting both the University of Georgia Foundation and the donor, OGP must review all documents relating to such gifts prior to execution by the donor and acceptance by the University of Georgia Foundation. The donor will always be advised to seek his/her own outside legal and tax counsel before executing a planned gift. See the Deferred Gift Section 3.6 for more information on minimum gift amounts and policies for different types of planned gifts.
Last Updated on June 21, 2019