• Online Giving
• Matching Gifts
• Gifts of Securities
• Planned Giving

Online Giving

Gifts can be given through the online giving site via credit cards or EFT (electronic funds transfer).

Matching Gifts

Over 1,000 corporations match gifts made by employees, board members, retired employees, and spouses to their institution of choice. Matching gifts enable you to double or even triple your gift to Terry. Alumni and friends receive full credit and recognition for personal gifts as well as corporate matches.

Participation is simple. Check with your company's community relations or human resources office to see if they match. If they do, they will have gift forms for you to include with your gift to Terry.

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Gifts of Securities

Gifts of stock are increasingly becoming a vehicle of choice for Terry College supporters. Stock gifts are made through The Arch Foundation, the charitable organization that raises private monies for the school, using one of three methods:

Broker to Broker Transfer

The quickest and most secure method is to transfer stock from the donor's broker to the school's broker through the Depository Trust Company (DTC).

Visit the UGA's Gift & Estate Planning web site for detailed information you need to transfer securities to the The Arch Foundation to benefit the Terry College of Business.

Direct Transfer to The Arch Foundation for Terry

Donating a stock certificate in the donor's name requires sending:

• A stock power signed by the donor or the certificate with the donor's signature on the back
• Transferring the stock to the The Arch Foundation
• A letter of authorization from the donor stating:
  • The number of shares contributed
  • The name of the security
  • the certificate number

The above items need to be mailed to the Foundation Accounting Office by registered mail or overnight courier at the following address:

Attention: Jennifer Gary
UGA Gift Accounting
394 S. Milledge Avenue
Athens, GA 30602

The letter must be signed exactly as the donor's name appears on the certificate.

The Foundation's tax ID number is 20-2779492.

Making A Gift Of Appreciated Securities

Securities are the most common form of property given to non-profit institutions. The Terry College of Business and the University of Georgia encourage gifts of:

• Stocks
• Bonds
• Stock options
• Shares of mutual funds

With a gift of appreciated securities held for the required holding period, donors are entitled to a charitable deduction for the full fair-market value (FMV) of the stock in the year of the gift. The FMV is determined by the mean of the high and low sales prices on the date the stock is given to Terry.

The charitable deduction is limited to 30 percent of the donor's adjusted gross income with a five-year carryover for any amount that exceeds the 30 percent limitation. Gifts of appreciated stocks are particularly attractive since the donor will generally not incur a capital gains tax on stock given to Terry.

If you answered "yes" to any of these questions and want to explore your possibilities, please contact Martee T. Horne, Senior Director of Development and Alumni Relations, at 706-542-3546.

Please check with University of Georgia before making any gifts of securities.

Contact Mary L. McCormack at 706-542-8138 for more information.

Also, visit UGA's Gift and Estate Planning web site for more information.

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Planned Giving

Is Planned Giving Right for You?

Planned giving is a way to maximize your estate for your heirs while making a charitable contribution to the Terry College. A planned gift to Terry may be right for you if you answer "yes" to any of the following questions:

• Have you considered making a significant contribution but are worried about having enough income in the following years?
• Do you want to ensure that you, not the IRS, choose where the largest share of your estate goes?
• Is it important to you that future Terry College students have access to quality education?
• Are you looking for a way to create a lasting, meaningful legacy?

If you answered "yes" to any of these questions and want to explore your possibilities, please contact Martee T. Horne, Senior Director of Development and Alumni Relations, at 706-542-3546.

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