Heritage Society

Heritage Society is jointly managed by Gift and Estate Planning and Donor Relations and Stewardship to recognize the generosity of those that have documented a deferred gift to benefit the University of Georgia. Recognition is appropriate, not just to offer gratitude, but to retain major, revocable gifts and provide context to the magnitude of their generosity.


Qualifying Gifts

Individuals are automatically welcomed into membership once they have documented a commitment to University of Georgia, UGA Foundation, or one of its affiliated organizations though bequest, retirement plan or life insurance plan beneficiary designation, irrevocable life insurance gift, charitable gift annuity, pooled income fund, charitable reminder unitrust, charitable lead trust, or life estate reserved.

Stewardship

  • Acknowledgement – Reaching Heritage Society is acknowledged by a mailed letter from the university’s president.
  • Recognition – Donors are listed in the annually published Honor Roll of Donors.
  • Engagement – Donors begin to receive lifetime event invitations to the annual Presidents Club Reception and seasonal messaging. They are also stewarded independently through Gift and Estate Planning with events and communications exclusively created for planned gift donors.

Heritage Society stewardship began in 1995.