Linda Oakley has loved dogs her entire life. When it came time for estate planning and will creation, she knew she wanted to do something that would benefit the lovable creature. "Despite spending most of my adult life in Florida, I have always thought of Georgia as home," says Linda (B.A. '66), who now lives in St. Augustine, Fla., with her husband and a Goldendoodle...
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  How to Get Started

A planned gift, as its name suggests, requires planning, and that planning is usually tax planning. The term includes several types of gifts, one of which is the donation of an asset in exchange for an income, usually provided after the asset is put into a charitable trust. At some point, not necessarily immediately, a charitable organization like University of Georgia receives the asset. In other words, the...
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  What is Gift Planning?

Gift planning is finding ways to make charitable gifts now or after your lifetime while enjoying financial benefits for yourself.

Planned gifts are sometimes referred to as "stop-and-think" gifts because they require some planning and, often, help from your professional advisors. Unlike cash donations, they are typically made from assets in your estate...
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