Gift Planning

Advancement Toolkit Development Gift Planning

To learn about our donors’ philanthropic interests and educate. In collaboration with DO’s, earn the donor’s trust and confidence to share personal information and goals. In conjunction with their professional advisors, guide donors to reach a decision, finding the most inexpensive ways to make the largest gifts to the University of Florida.

Guides & Fact Sheets


Gifts of Real Estate

Tax Cuts & The Jobs Act

Stock Options Fact Sheet

Charitable Remainder Trust

Life income payments (1-pg front/back)

Bequest & Beneficiary Designations

How to name UF as a beneficiary. (1-pg; front/back)

Charitable Gift Annuities

Pays fixed income to beneficiaries for life (1-pg; front/back)

Life Insurance Gifts

(1-pg front/back)

Publicly Traded Securities

Alternative to cash gifts; saves taxes twice.

Charitable Lead Trust

Pays UF, then beneficiaries (1-pg; front/back)

IRA Rollover

Retirement Plan Assets

Endowment Opportunities

Donor Advised Fund


Revocable Planned Gift Notification

Donor Advised Fund Form

Endowment Calculator - Annual

iPad / laptop tool computes return on investment. Annual = endow your annual support with a bequest.

Endowment Calculator - Lifetime

iPad / laptop tool computes return on investment. Lifetime = virtual endowment

IRA Full Packet - 2024

Legacy IRA Act Q&A - 2024

Physician Guide

Estate & Planning for Physicians

16 page booklet

Art Guide

Real Estate

5 Simple Steps for Giving Real Estate

8 page guide

Funding a Trust with Real Estate

Steps of giving property to a charitable remainder unitrust (1-pg front/back)

Real Estate Expenses: Who Pays for What

Print Ads

Print Ad - Gardening

Hi-res file fits 9″ x 12″ publication

Print Ad - Chess

Hi-res file fits 9″ x 12″ publication

Print Ad - Beach House

Hi-res file fits 9″ x 12″ publication

Language for Mentioning UF in Obituary

In lieu of flowers, memorial donations for the University of Florida [specific cause: i.e. College of Journalism or Advertising Department] can be made out to the [name of fund] or the UF Foundation Inc. [fund #xxxx] and sent to P.O. Box 14425, Gainesville, FL 32604-2425, attn: Gifts and Records. Please note [name of person to memorialize] or UF Foundation [fund #xxx] in the memo area.