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!
Donor Advised Fund
Are you looking for a way to benefit The University of Georgia both now and in the future? Would you like to simplify your annual and lifetime charitable giving?
A donor advised fund (or DAF) might be a great solution for you. You can also use a DAF to distribute gifts to numerous charities. With a DAF, you can make gifts to charity during your lifetime, and when you pass away, your children can carry on your legacy of giving.
Benefits of a donor advised fund
- Establish a flexible vehicle for annual charitable giving
- Benefit from a more tax and cost efficient alternative to a private foundation
- Receive an estate tax deduction and savings from your gift
- Obtain a charitable income tax deduction in the year of your gift
How a donor advised fund works
- You make an initial, irrevocable gift of cash or stock to fund a DAF at The University of Georgia.
- The assets in your DAF grow tax-free.
- You make annual recommendations on gifts to be made from your DAF.
- When you pass away, designate University of Georgia Foundation as beneficiary of your DAF.
More on donor advised funds
A donor advised fund has several advantages when compared to a private foundation. The start-up time and cost are minimal for DAFs, and gifts to DAFs are generally deductible at fair market value. A DAF is also not subject to the distribution requirements and certain excise taxes faced by private foundations.
Contact us
If you have any questions about donor advised funds, please contact us. We would be happy to assist you and answer any questions you might have.
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.