Arch Foundation for the University of Georgia

POLICIES & PROCEDURES

Introduction
Fund Raising
Ways of Giving
Gift Accounting
Fund Administration
Access to Donor and Alumni Information (ASCEND)
Financial Accounting, Budgeting and Reporting
Expenditure Control
Investments
Non-Gift Revenue (Other Income)
Using and Requesting Unrestricted Funds
Other Relevant Policies and Procedures
Exhibits

HOME
LETTER FROM THE CHAIR
WAYS OF GIVING
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ARCHWAY TO EXCELLENCE

ENDOWMENT FAQs
THE ARCH FOUNDATION
IRS DETERMINATION LETTER
ARCH FUNDS
DOCUMENTS LIBRARY

POLICIES & PROCEDURES
ADMINISTRATIVE FORMS

Policies and Procedures

III. WAYS OF GIVING
F. DEFERRED GIFTS
1. Gifts with Retained Life Income
2. Estate Gifts
3. Insurance
4. Revocable Trusts

POLICY: III.F.4.
Effective Date: 07/01/05
Last Modified: 10/17/05

4. Revocable Trust

The establishment of a revocable trust requires a minimum gift to The Arch Foundation for the University of Georgia, Inc. of $100,000 if Arch is to be trustee. The Arch Foundation for the University of Georgia, Inc. will serve as trustee of a revocable or irrevocable trust only if 100% of the remainder gift is for the benefit of the University of Georgia.

1. Gifts with Retained Life Income | 2. Estate Gifts | 3. Insurance | 4. Revocable Trusts

This page was last updated on Thursday, February 8, 2007 06:27 PM EST