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.

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General Guides & Fact Sheets

Information on: Donor Advised Fund, Charitable Remainder and Charitable Lead Trusts, Retirement Plan Gifts, Life Insurance Gifts, Gifts of Securities and Annuities, Bequest and Beneficiary Designations, General Gift Planning Guide

Templates for: Endowment Calculators (Annual and Lifetime), Beneficiary Notification Form

Physician Guide

Art Guide

Real Estate

Print Ads

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.

Meet the Team

MIDWEST

Paul Caspersen

Executive Director

Office: 352-392-5513
Cell: 352-727-0454
Email Paul

SOUTHWEST

Mike Sopko

Director

Office: 352-846-0925
Cell: 859-753-5225
Email Mike

SOUTHEAST

Andrea Fourman

Associate Director

Office: 352-392-5514
Cell: 904-891-9254
Email Andrea

NORTHEAST

Alex Cobb

Associate Director

Office: 352-392-9532
Cell: 321-432-7446
Email Alex

 

 

Shirl Raulerson

Admin. Assistant

Office: 352-392-8156
Fax
: 352-334-8075
Email Shirl

 

Julie Price-Trickey

Gift Planning Associate

Office: 352-392-5512
Fax
: 352-334-8056
Email Julie

MID-ATLANTIC

Anna Maria Eades

Senior Director

Office: 352-392-5405
Cell: 410-491-4540
Email Anna Marie

NORTHWEST

Rachel Dorman

Associate Director

Office: 352-392-5512
Cell: 979-739-5838
Email Rachel