Back to Main Website
Planned Giving

Planned Gifts Calculator

Gift Calculator

Please select a presentation that shows the income and tax benefits for you.

  • Gift Annuity
    Benefit from secure fixed payouts that are partly tax free plus a charitable tax deduction. We recommend using a minimum gift of $10,000 for this illustration.
    Run illustration
  • Deferred Gift Annuity
    Benefit from an increased payout rate for deferring income one year or more. We recommend using a minimum gift of $10,000 for this illustration.
    Run illustration
  • Unitrust
    Enjoy increased income, capital gain bypass, and a charitable tax deduction. We recommend using a minimum gift of $100,000 for this illustration.
    Run illustration
  • Annuity Trust
    Receive fixed payments, defer capital gain tax, and a charitable tax deduction. We recommend using a minimum gift of $100,000 for this illustration.
    Run illustration
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