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Here is our suggested bequest language for use by our donors and advisors.
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Probate Resources

For all attorneys, executors, and administrators: Please send all probate related information to Myca Haynes, Assistant Director of Development, Gift Planning.

Myca Haynes
204 McGuffey Hall
Athens, OH 45701
haynesm@ohio.edu
740-593-9741

Bequest Language

Since our founding, The Ohio University Foundation has gratefully benefited from the thoughtful bequests via their wills or trusts of alumni, faculty, parents, and other friends. Below is suggested bequest language for use by donors and advisors.

For general unrestricted support university-wide:

"I give, devise, and bequeath to The Ohio University Foundation, a tax-exempt organization located at P.O. Box 869, Athens, OH 45701, (state percentage of estate, or residue or sum of money, or otherwise describe property) to support its general purposes."

For general support of a college or unit:

"I give, devise, and bequeath to The Ohio University Foundation, a tax-exempt organization located at P.O. Box 869, Athens, OH 45701, (state percentage of estate, or residue or sum of money, or otherwise describe property) to support (the name of the college, school, department, or unit."

To create a new endowment or add to an existing endowment:

"I give, devise, and bequeath to The Ohio University Foundation, a tax-exempt organization located at P.O. Box 869, Athens, OH 45701, (state percentage of estate, or residue or sum of money, or otherwise describe property) to endow (name of the specific endowment), to be administered under the terms of the Gift Agreements on file with The Office of Development."

To create a new restricted (non-endowed) account or add to an existing restricted account:

"I give, devise, and bequeath to The Ohio University Foundation, a tax-exempt organization located at P.O. Box 869, Athens, OH 45701, (state percentage of estate, or residue or sum of money, or otherwise describe property) to support (name of the specific restricted account), to be administered under the terms of the Gift Agreements on file with The Office of Development."

The information on this site is not intended as legal, tax or investment advice. For such advice, please consult an attorney, tax professional or investment professional.

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