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DONOR PROFILE PLANNING TO MAKE THE FLOWERS BLOOM . . . Cecil L. Collins Cecil Collins (BSA '50) has always loved watching things grow, and it was only natural that Cecil study agriculture at UGA. After serving as a naval air gunner in the Pacific in WWII, he came home to study horticulture under the GI Bill. He also met Betty Wilson, whom he married before graduating from UGA. Cecil's first job was as an assistant county extension agent, and from there he became a full county agent in Preston, Ga., where he and Betty remained for several years. Longing to be his own boss, he started a wholesale florist business in Augusta in 1954 with two of his brothers. Fifty years later it is the only such business in the Central Savannah River Area, now managed by Cecil and Betty's son Len (BBA '72) assisted by his brother Pat (a former UGA Bulldog football player). Len's daughter Caroline is currently the third generation of Collins to attend UGA. After Betty's death in 2003, Cecil wanted to do something with his estate plans to benefit his alma mater and the floriculture program within the College of Agricultural and Environmental Sciences. He had a number of appreciated yet underutilized stock holdings. By giving them in exchange for a charitable gift annuity, he was able to realize an immediate tax deduction, reduce his capital gains tax liability, and increase his income for life. Eventually his gift will establish a permanently endowed fund called the Cecil L. Collins Floriculture Enrichment Fund within the Department of Horticulture. It will assist UGA students and faculty for years and years to come in making the world more beautiful through flowers. Gift & Estate Planning is happy to help you and your advisors design a giving plan that will best benefit you as well as the University. After you have reviewed the many types of giving that are possible, feel free to call on any of our experienced staff for help or literature. Some of the services and resources we offer are: Preparation of tax deduction and other "what-if" calculations concerning charitable remainder trusts and other planned gifts, using Planned Giving Manager software by PG Calc and other software programs as needed Personal visits to clients in conjunction with their financial professionals Assistance with completing IRS Form 8283 for non-cash charitable contributions over $500 Sample bequest language and beneficiary designation language for advisors Brochures and other informational literature New Online Planned Giving Calculator Donors and their advisors may perform charitable deduction calculations online by visiting this page. The site is secure and the service is free. Online Ordering of Informational Materials Use the online form below to order from our list of information brochures. We'll send your order to your mailing address within a few days. "Ways of Giving"—provides a simple explanation of a broad spectrum of gift plans from current gifts of cash and stock to deferred gifts "Charted Giving Plans"—provides a matrix of giving opportunities with a comparison of each benefit "Charitable Remainder Trusts"—provides both layperson and technical advisor sections "Charitable Lead Trusts"—provides both layperson and technical advisor sections "Charitable Gift Annuities"—provides both layperson and technical advisor sections "How the Pooled lncome Fund Works for Us and You"—provides a simple explanation in a question and answer format "Giving Through Retirement Plans"—provides both layperson and technical advisor sections "Real Estate Gifts"—discusses several types of both current and deferred gifts of real estate "How to Make a Will that Works"—layperson description of why one needs a will and an attorney to draft it and associated documents "Will Information Workbook"—a workbook for the layperson to outline his/her assets and family "Georgia Heritage" newsletter—twice yearly newsletter to University of Georgia alumni and friends over age 60 Name/Address: Phone: E-mail: The University of Georgia Heritage Society: Deferred donors of any amount to benefit the University of Georgia, Inc. are recognized with membership. Members receive a framed membership certificate and distinctive lapel pin, are listed in our annual Honor Roll of donors, and are invited to special recognition events on campus. Gifts should be made to the Arch Foundation and documented in the Office of Gift & Estate Planning. Professional Advisors' and Planners' Reference Legal name: The Arch Foundation for the University of Georgia, Inc. Federal tax identification number: 20-2779492 Mailing and physical delivery address: The Arch Foundation for the University of Georgia, Inc. 394 S. Milledge Ave. Athens, Georgia 30602 Facsimile machine: (706) 542-4919 Please visit this page for a full listing of staff contacts. Transfer of Securities Information Account name: The Arch Foundation for the University of Georgia, Inc. Arch Foundation DTC number: 5198 Arch Foundation account number: 712-02064 Arch Foundation taxpayer ID number: 20-2779492 Arch Foundation broker: Gary Hudson Merrill Lynch Atlanta, Georgia Assisted by: Jodi Caputi Office number: 706-552-2092 or 800-637-1152 Fax number: 706-552-2080 Please notify Gift & Estate Planning at the University of the name and number of shares of securities being transferred. For additional information, please call: Keith M. Oelke Executive Director 706-542-8179 E-mail: koelke@uga.edu Gift & Estate Planning The University of Georgia 394 S. Milledge Ave. Athens, Georgia 30602 Toll-free: 888-268-5442 Fax: 706-542-8252