Make a Gift
 

Benefits of Giving


But in addition to the impact your gift has on our students, faculty and staff, there are a few things you should know about supporting Ohio University that affect YOU:

 

Tax Benefits

Your annual gift can positively impact your income tax situation by providing a charitable gift tax deduction depending on the type of gift.

 

 

 

  • Gifts of cash: Gifts of cash are fully deductible up to 50 percent of your adjusted gross income in the year of the gift, and, if necessary, you can carry forward the balance of the deduction for up to five years.
     
  • Gifts of appreciated assets: Gifts of appreciated assets like real estate, stocks, securities and bonds are fully deductible up to 30 percent of your adjusted gross income in the year of the gift, and, if necessary, you can carry forward the balance of the deduction for up to five years. In addition to receiving a charitable deduction for the full fair market value of such a gift, the donor pays no capital gains tax on the appreciation when the gift is made.
     
  • Gifts of retirement assets: A gift of your retirement assets [401(k), 403(b), pension or other tax deferred plan] is an excellent way to make a gift. Did you know that 50%-60% of your retirement assets may be taxed if you leave them to your heirs at your death? If you designate Ohio University as the beneficiary, we will benefit from the full value of your gift because your IRA assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.
     
  • Gifts the pay income: There are several ways that you can give an asset to Ohio University now and receive income for the rest of your life including charitable remainder trusts charitable gift annuities.

After we receive and process your gift, you'll receive a receipt in the mail shortly afterward. In the first three months of each year, we'll also send you a year-end, calendar-year summary of your gifts that you can use when you file your taxes.

 

 

 

Yearly Stewardship Reports

For endowed accounts
If you establish an endowment, we will annually provide you with a report that addresses fund performance, use of the funds, and a summary of your giving history.

 

 

Giving Societies

Ohio University’s giving societies reflect a tradition of private support that dates back to 1816 when Christopher and Daniel Herrold forgave the debt on the purchase of lumber used to build Cutler Hall. In the 1920s, Ohio University began its first campaign to generate private funding for the construction of Memorial Auditorium. A strong legacy of giving was established when more than 2,000 alumni responded with a gift during the 8-year campaign.

To honor and recognize donors for their continued support of Ohio University’s mission and vision, the University offers membership to two different giving societies. Membership is achieved through contributions of cash, real estate, appreciated securities, gifts-in-kind, or with planned gifts through wills, trusts, or life insurance policies. 

Founders' Circle

FoundersCircle-logo

The Founders' Circle recognizes alumni and friends who support the students, faculty, and programs that make Ohio University special. OHIO strives to provide the nation's best transformative learning experience: one that enhances the lives of students who will impact our state, our nation, and our world. The Founders' Circle recognizes those who believe in the promise of every individual who learns, teaches, and succeeds at OHIO.

Benefits: Members receive an OHIO Founders’ Circle gift and exclusive communications from OHIO, as well as invitations to Founders' Circle events, including University-hosted webinars featuring OHIO faculty, staff, and alumni.

 

Cutler Chimes Society (3+ consecutive years of giving)Cutler Chimes Society

The Cutler Chimes Society honors our most loyal donors – those who offer Annual Fund support to Ohio University every year. Membership to the Cutler Chimes Society is granted to donors who have made gifts, at any level, consecutively for three or more years, up to and including the current fiscal year, which runs from July 1-June 30. In order to continue membership in the society, donors renew their gifts to the University each year.

As the chimes guide the Ohio University experience, so do the loyal donors of this Society. It is fitting that the Cutler Hall Cupola is the symbolic reminder of the continued generosity of Ohio’s most consistent annual donors.

Benefits:
Cutler Chimes Society members receive special mailings, invitations to Ohio University events, and a Cutler Chimes Society decal for each year that membership is renewed.

 

 

The 1804 Society

1804 society

The 1804 Society is Ohio University's planned giving recognition society. You become a member of this society by giving, or committing to give, a planned gift to The Ohio University Foundation.

 

 

A planned gift is made through a separate legal instrument that is often deferred until a future date, such as a will, revocable trust, gift annuity, charitable remainder trust, charitable lead trust or life insurance. An outright cash gift or pledge is not considered a "planned gift."

Benefits: 1804 Society members receive invitations to recognition events, inclusion on Planned Giving membership roll, and a membership pin. There also are a number of donors who are benefiting from life income gifts, gift annuities and other plans that provide favorable tax benefits.

For more information about The 1804 Society, please visit The Office of Gift Planning.

 

One word: IMPACT

Just ask OHIO senior Kelli Lupas, who spent the summer in the Netherlands conducting research on Attention-Deficit/Hyperactivity Disorder, a disorder that affects 9 percent of American children.

Or Marine Corps veteran Michael Logue, who co-founded OHIO's Combat Veteran’s Club after returning home from a combat tour in Iraq.

Or Professor Gerri Botte, whose research on hydrogen fuel cells could unlock the capability to power automobiles 200 percent more efficiently than gasoline.


But in addition to the impact your gift has on our students, faculty and staff, there are a few things you should know about supporting Ohio University that affect YOU:

 

Tax Benefits

Your annual gift can positively impact your income tax situation by providing a charitable gift tax deduction depending on the type of gift.

 

 

 

  • Gifts of cash: Gifts of cash are fully deductible up to 50 percent of your adjusted gross income in the year of the gift, and, if necessary, you can carry forward the balance of the deduction for up to five years.
     
  • Gifts of appreciated assets: Gifts of appreciated assets like real estate, stocks, securities and bonds are fully deductible up to 30 percent of your adjusted gross income in the year of the gift, and, if necessary, you can carry forward the balance of the deduction for up to five years. In addition to receiving a charitable deduction for the full fair market value of such a gift, the donor pays no capital gains tax on the appreciation when the gift is made.
     
  • Gifts of retirement assets: A gift of your retirement assets [401(k), 403(b), pension or other tax deferred plan] is an excellent way to make a gift. Did you know that 50%-60% of your retirement assets may be taxed if you leave them to your heirs at your death? If you designate Ohio University as the beneficiary, we will benefit from the full value of your gift because your IRA assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.
     
  • Gifts the pay income: There are several ways that you can give an asset to Ohio University now and receive income for the rest of your life including charitable remainder trusts charitable gift annuities.

After we receive and process your gift, you'll receive a receipt in the mail shortly afterward. In the first three months of each year, we'll also send you a year-end, calendar-year summary of your gifts that you can use when you file your taxes.

 

 

 

Yearly Stewardship Reports

For endowed accounts
If you establish an endowment, we will annually provide you with a report that addresses fund performance, use of the funds, and a summary of your giving history.

 

 

Giving Societies

Ohio University’s giving societies reflect a tradition of private support that dates back to 1816 when Christopher and Daniel Herrold forgave the debt on the purchase of lumber used to build Cutler Hall. In the 1920s, Ohio University began its first campaign to generate private funding for the construction of Memorial Auditorium. A strong legacy of giving was established when more than 2,000 alumni responded with a gift during the 8-year campaign.

To honor and recognize donors for their continued support of Ohio University’s mission and vision, the University offers membership to two different giving societies. Membership is achieved through contributions of cash, real estate, appreciated securities, gifts-in-kind, or with planned gifts through wills, trusts, or life insurance policies. 

Founders' Circle

FoundersCircle-logo

The Founders' Circle recognizes alumni and friends who support the students, faculty, and programs that make Ohio University special. OHIO strives to provide the nation's best transformative learning experience: one that enhances the lives of students who will impact our state, our nation, and our world. The Founders' Circle recognizes those who believe in the promise of every individual who learns, teaches, and succeeds at OHIO.

Benefits: Members receive an OHIO Founders’ Circle gift and exclusive communications from OHIO, as well as invitations to Founders' Circle events, including University-hosted webinars featuring OHIO faculty, staff, and alumni.

 

Cutler Chimes Society (3+ consecutive years of giving)Cutler Chimes Society

The Cutler Chimes Society honors our most loyal donors – those who offer Annual Fund support to Ohio University every year. Membership to the Cutler Chimes Society is granted to donors who have made gifts, at any level, consecutively for three or more years, up to and including the current fiscal year, which runs from July 1-June 30. In order to continue membership in the society, donors renew their gifts to the University each year.

As the chimes guide the Ohio University experience, so do the loyal donors of this Society. It is fitting that the Cutler Hall Cupola is the symbolic reminder of the continued generosity of Ohio’s most consistent annual donors.

Benefits:
Cutler Chimes Society members receive special mailings, invitations to Ohio University events, and a Cutler Chimes Society decal for each year that membership is renewed.

 

 

The 1804 Society

1804 society

The 1804 Society is Ohio University's planned giving recognition society. You become a member of this society by giving, or committing to give, a planned gift to The Ohio University Foundation.

 

 

A planned gift is made through a separate legal instrument that is often deferred until a future date, such as a will, revocable trust, gift annuity, charitable remainder trust, charitable lead trust or life insurance. An outright cash gift or pledge is not considered a "planned gift."

Benefits: 1804 Society members receive invitations to recognition events, inclusion on Planned Giving membership roll, and a membership pin. There also are a number of donors who are benefiting from life income gifts, gift annuities and other plans that provide favorable tax benefits.

For more information about The 1804 Society, please visit The Office of Gift Planning.