COMMIT TO LEAVING A LEGACY
Planned gifts, gifts commonly donated through a will or trust, are designed to help you meet your financial and charitable goals while supporting the University of Georgia in the long term. Explore the options and create your UGA legacy today!
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, the sum of $______ or ______percent (%) of the rest, residue and remainder of my estate 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, a non-profit corporation duly existing under the laws of the State of Georgia and located in Athens, Clarke County, Georgia, the sum of $______or ______ percent (%) of the rest, residue and remainder of my estate, for 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, $______ or ______percent (%) of the rest, residue, and remainder of my estate, to establish an endowed fund to be used in accordance with the Planned Gift Agreement between me, ____________________, 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 at (706) 542-8140 prior to having your estate documents prepared to obtain a listing of endowment minimums to ensure that your gift meets current endowment requirements.
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.
Contact Us
University of Georgia
Development & Alumni Relations | Gift & Estate Planning
394 S. Milledge Avenue
Athens, GA 30602
(706) 542-8138
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PRIVACY STATEMENT
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.