Policies and Procedures

II. FUND-RAISING
B. FUND – RAISING PROCEDURES BY ORGANIZATIONAL UNIT
1. Office of Annual and Special Giving
2. Office of Corporate and Foundation Relations
3. Office of Gift Planning
4. Office of Leadership and Major Gifts
5. Office of Donor Relations and Stewardship
6. Office of Advancement Research
7. Alumni Records Department
8. College/Constituent Fund-Raising Programs

POLICY: II.B.
Effective Date: 07/01/05
Last Modified: 02/12/08

3. Office of Gift Planning (OGP)

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 Arch Foundation for the University of Georgia, Inc., and the donor.  Because the documentation and execution of many planned gifts may be complex in terms of protecting both The Arch Foundation for the University of Georgia, Inc., and the donor, OGP must review all documents relating to such gifts prior to execution by the donor and acceptance The Arch Foundation for the University of Georgia, Inc.  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 III.F. for more information on minimum gift amounts and policies for different types of planned gifts.  TOP

Heritage Society

The Heritage Society was established to honor alumni and friends who have made documented bequests in their Wills or other planned gifts in support of the University of Georgia.

Members of the Heritage Society will be identified as generous supporters of the University of Georgia. Their names are listed annually in university publications, and periodically they are invited to special university functions. They receive a special diploma?]like membership certificate and a distinctive membership lapel pin. TOP


This page was last updated on Friday, February 15, 2008 03:58 PM EST