I give to Terry for two simple reasons. First, I feel an obligation to give back to a school that provided a great springboard to my personal career. Second, I want to invest in the future. The quality of today’s business education, both inside and outside the classroom, will create the future business leaders of tomorrow.Andy Barksdale (BBA 1989, MBA 1993)
To sustain innovative academic programs for the next generation, Terry relies heavily on the support of private donors. There are a number of ways to make a financial gift to Terry.
The Excellence Fund is our primary account that contains our most versatile resources. It is near and dear to us because we can use this account to meet any need that arises.
Giving to a Department or Program
Designate your gift to one of our departments or programs.
Corporate Matching Gifts
Your employer may offer a gift matching program that would effectively double your tax-deductible contribution. The process is usually very easy and your company's human resources office can assist you with more specific information. You may also search our online database of organizations to see if your employer is listed.
Gifts of Securities
Donating stock is becoming a popular means of charitable giving. And since the FMV of any shares is fully tax-deductible, it isn’t hard to see why. Stock gifts are made through The UGA 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 website for detailed information you need to transfer securities to the The UGA Foundation to benefit the Terry College of Business.
Direct Transfer to The UGA 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 UGA Foundation
- A letter of authorization from the donor stating the number of shares contributed, the name of the security, and the certificate number. The letter must be signed exactly as the donor’s name appears on the certificate.
The above items need to be mailed to the Foundation Accounting Office by registered mail or overnight courier to:
ATTN: Sheila Mason
UGA Gift Accounting
394 S. Milledge Avenue
Athens, GA 30602
The Foundation’s tax ID number is 58-6033837.
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:
- 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.
Note Please check with University of Georgia before making any gifts of securities.
Gift and estate planning is a great way to make a meaningful gift that does not cost you anything during your lifetime. But the details can be very complex, so please contact Martee Horne to find out more about making a planned gift.
Although your career is just budding, we encourage you to consider participating in a 5-year pledge plan now.