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Charitable Gift Annuity

A charitable gift annuity is a gift made to The Ohio University Foundation that can provide you with a secure source of fixed payments for life.

Charitable Gift Annuity
Stock or Cash
Gift Annuity
Donor
OU
Charity image

Benefits of a charitable gift annuity

  • Receive fixed payments to you or another annuitant you designate for life
  • Receive a charitable income tax deduction for the charitable gift portion of the annuity
  • Partial bypass of capital gains tax on contributed assets
  • Benefit from payments that may be partially tax-free
  • Designate the remainder to further the mission of Ohio University

How a charitable gift annuity works

  1. Complete a short agreement with The Ohio University Foundation
  2. Transfer cash or publicly traded securities to The Ohio University Foundation.
  3. In exchange, we promise to pay fixed payments to you for life. The payout rate is based on your age, and a portion of your income may be tax-free.
  4. You will receive a charitable income tax deduction, and a partial bypass capital gain tax, for the gift portion of the annuity.

If you decide to fund your gift annuity with cash, a significant portion of the annuity payment will be tax-free. You may also make a gift of appreciated securities to fund a gift annuity and avoid a portion of the capital gains tax.

Contact us

If you have any questions about charitable gift annuities, please contact us. We would be happy to assist you and answer your questions.

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Kelli Kotowski

Assistant Vice President, Gift Planning
The Ohio University Foundation
P.O. Box 869
Athens, OH 45701
McGuffey Hall
1 Ohio University
Athens, OH 45701

Kotowskk@ohio.edu
740-597-1819 office
740-707-3100 cell
740-593-1432 fax

Tim J. Gartland

Director, Gift Planning
The Ohio University Foundation
P.O. Box 869
Athens, OH 45701
McGuffey Hall
1 Ohio University
Athens, OH 45701

gartland@ohio.edu
740-593-2235 office
480-297-3032 cell
740-593-1432 fax