Gift Planning

• The Office of Gift Planning (OGP) houses front-line fundraisers with expert knowledge of gift planning. Each fundraiser carries an individual prospect portfolio and travels to assigned territories within the U.S. to discover, cultivate, and solicit planned giving prospects.
• The OGP practices a liaison-based service model.
• The University’s schools and programs are each assigned an individual liaison officer (an OGP fundraiser) to provide educational and consulting services tailored to the school or program’s unique planned giving campaign goals and needs. Services include:
  • Education and training about blended gifts and planned giving fundraising for development officers (DOs).
  • Curated lists of planned giving prospects.
  • Consultation regarding planned and blended gift strategies for individual prospects. 
  • Joint visits (phone and in-person) with DO and donor when appropriate. 

• The OGP provides educational presentations to DOs across Grounds, including:
  • Practice-based workshops on gift planning topics
  • Community of Practice presentations 
  • Liaison-based educational consultations/presentations
• The OGP provides downloadable DO educational resources, including whitepapers (overviews), workflow outlines, checklists, and necessary forms for planned gift types and asset types. Visit the Hub Learning Library to access current materials. 

• The OGP works with Advancement Communications to produce an annual schedule of University-wide marketing mailings and emails with topics such as general gift planning options, qualified charitable distributions, life income gifts, and tax-advantaged giving. The marketing schedule for fiscal year 2024 includes the following (schedule effective October 2, 2023):

Mailing: Charitable Gift Annuity Rate Increase
February 23, 2024: Sent to printer
March 6, 2024: Arrives in mailboxes
March 13, 2024: Follow-up email sent

Additional Fiscal Year 2024 projects to come.

• The OGP and Advancement Communications have created and regularly update leave-behinds for donors, including an overview of planned gifts and asset types and information sheets on each gift and asset type.
• Planned giving impact stories on giving.virginia.edu/stories, distributed in the monthly Envision email and in Envision magazine.
• Collaboration with schools and programs to provided custom gift planning marketing. For example, gift planning ads in the Virginia Athletics Foundation’s Cavalier Corner magazine.

• The OGP, in coordination with Donor Relations, manages and stewards the University’s Cornerstone Society, which recognizes those donors who have made a planned gift to support the University and its schools and programs.
• The OGP, Donor Relations, and Advancement Communications coordinate to send an email newsletter to Cornerstone Society members twice a fiscal year, in the fall and spring.
• The OGP works strategically with Reunion Giving and other DOs across Grounds to ensure that Cornerstone Society members are periodically asked to consider making additional gifts or to update their planned gift amounts in conjunction with reunion cycles.

• Planned giving gift agreement reviews and drafting.
• Booking all planned gifts with University Advancement Services.
• Advance proposal review and management.
• Coordinating, drafting, and finalizing all CGAs and Trust Agreements.
• Providing gift calculations for all planned gifts to the University and its schools and programs.
• Managing all realized estate gifts to the University and its schools and programs.
• Working with the University, its schools and programs, and the University of Virginia Foundation concerning CGAs and facilitating all gifts of real estate.
• Managing portfolio of University-owned life insurance policies.
• Maintaining and coordinating relationship with the University’s third-party investment company, TIAA Kaspick.