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Charitable Bequest

A charitable bequest is one of the easiest and most flexible ways that you can leave a gift to The Ohio University Foundation that will make a lasting impact.

Charitable Bequest
Property
Donor's Family
OU
Charity image

Benefits of a bequest

  • Receive an estate tax charitable deduction
  • Maintain use and control of assets for lifetime
  • Revocable decision
  • Leave a lasting legacy to The Ohio University Foundation

How a bequest works

With the help of an attorney, you can include language in your will specifying a gift to be made to family, friends or Ohio University Foundation as part of your estate plan.

A bequest may be made in several ways

  • Percentage bequest - make a gift of a percentage of your estate
  • Specific bequest - make a gift of a specific dollar amount or a specific asset
  • Residual bequest - make a gift from the remaining assets or residue of your estate
Click here to review sample bequest language.

Contact us

If you have any questions about leaving a bequest to us, please contact us. We would be happy to assist you. If you have been so generous as to include a bequest to The Ohio University Foundation as part of your estate plan, please take the time to let us know. We would like to recognize you and your family for your generosity.

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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