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Planned Giving

How to Give

Giving to The Ohio University Foundation can be done either directly or through a gift model that can provide tax benefits and even income. Click on a gift model below to learn more.

  • Bequest
    You designate The Ohio University Foundation as a beneficiary in your will.
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  • Revocable Trust
    A revocable trust is a legal instrument that allows you to manage your assets during your lifetime.
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  • IRA Rollover
    Congress has enacted a permanent IRA charitable rollover. As a result you can make an IRA rollover gift this year and in future years.
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  • Beneficiary Designation Gifts
    You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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  • Charitable Gift Annuity
    You transfer your cash or appreciated securities to The Ohio University Foundation in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
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  • Charitable Remainder Unitrust
    You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
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  • Charitable Remainder Annuity Trust
    You transfer your cash or appreciated assets to fund a charitable remainder annuity trust. The trustee sells your assets without incurring capital gain tax and provides you with fixed income for life or a term of years.
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  • Charitable Lead Trust
    You fund a trust that makes gifts to The Ohio University Foundation for a number of years. Your family receives the trust remainder at substantial tax savings.
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  • Sale and Unitrust
    You give a portion of your property to us to fund a charitable remainder trust, when the property sells you receive cash and income for life.
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  • Bargain Sale
    We purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
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  • Testamentary Charitable Remainder Trust
    You provide your children with a stream of income while making a gift to charity.
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  • Life Estate Reserved
    You give your property to our organization but retain the right to use the property during your life.
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scriptsknown

Kelli Kotowski

Executive Director of Gift Planning
University Advancement

McGuffey Hall
1 Ohio University
Athens, OH 45701

Kotowskk@ohio.edu
740.597.1819 office
740.707.3100 cell
800.592.3863 toll free
740.593.1432 fax

Caty Allgood

Director of Gift Planning
University Advancement

McGuffey Hall
1 Ohio University
Athens, OH 45701

allgood@ohio.edu
740.593.9968 office
440.258.6564 cell
800.592.3863 toll free
740.593.1432 fax