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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.
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  • 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.
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  • Unitrust
    Enjoy increased income, capital gain bypass, and a charitable tax deduction. We recommend using a minimum gift of $100,000 for this illustration.
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  • 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.
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Kelli Kotowski

Assistant Vice President, Gift Planning
The Ohio University Foundation
P.O. Box 869
Athens, OH 45701
[email protected]
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
[email protected]
740-593-2235 office
480-297-3032 cell
740-593-1432 fax