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
Publicly Traded Securities
Alternative to cash gifts; saves taxes twice.
The Tigert Fund
UF’s donor advised fund. For $50K+ gifts. Pays out to UF and another charity (1-pg front/back)
Charitable Lead Trust
Pays UF, then beneficiaries (1-pg; front/back)
Retirement Plan Assets
Notification of Revocable Estate Commitment
Donor Advised Funds 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
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: Gift Processing. Please note [name of person to memorialize] or UF Foundation [fund #xxx] in the memo area.