Year-End Gift Processing: Ohio University Winter Closure Update
Ohio University, including the Division of Advancement, the Ohio University Alumni Association, and The Ohio University Foundation, is closed from Wednesday, Dec. 25, 2013, through Wednesday Jan. 1, 2014. We will reopen on Thursday, Jan. 2, 2014. During this period, we want to ensure that all donors who wish to do so are able to transact gifts to The Ohio University Foundation.
After Dec. 23, 2013, at 5:00 p.m. Eastern Standard Time (EST), the only way to transact a gift to The Ohio University Foundation is by making an online gift. If you have additional questions or need immediate assistance, please call 740.593.2636 or e-mail firstname.lastname@example.org. During the closure period, a member of the Division’s senior management team will be retrieving messages between 8:00 a.m. and 5:00 p.m. EST and will contact you as soon as possible.
We will issue a 2013 tax receipt for an online gift if it is submitted by Dec. 31, 2013, at 11:59 p.m. EST. A gift made online after 11:59 p.m. EST will be issued a 2014 tax receipt. To make your gift online, visit www.ohio.edu/give.
Phoned-in Credit Card Gifts
If you wish to make your gift over the phone, you must call 740.593.2636 by Dec. 23, 2013, at 5:00 p.m. in order to ensure timely processing and 2013 tax deduction eligibility. After 5:00 p.m., please use the secure, online giving form at www.ohio.edu/give
Mailed-in Credit Card Gifts
IRS regulations consider a credit card gift as having been made at the moment it is processed. Therefore, mailed-in credit card gifts must be received by The Ohio University Foundation by Dec. 20, 2013, in order to ensure 2013 tax deduction eligibility (regardless of the postmark date). If the credit card gift is not received by Dec. 20, 2013, it will be considered a 2014 charitable contribution.
Your gift will still be considered a 2013 charitable contribution if it is postmarked by Dec. 31, 2013, and the check is dated on or before Dec. 31, 2013. If the check OR postmark is dated after Dec. 31, 2013, it will not be eligible for 2013 charitable tax deduction.
To mail a gift, please make your check payable to The Ohio University Foundation. If you wish to designate your gift to a certain area, please write that in the memo line of the check.
The mailing address is:
The Ohio University Foundation
PO Box 869
Athens, OH 45701-0869
Gift of Securities: Stock Transfer Instructions
Gifts of appreciated securities are a great way to transmit assets to OHIO as charitable contributions. These transfer instructions will help you make your gift.
If you are planning to take a deduction on your 2013 tax return for a gift of appreciated securities, please follow the directions below to ensure that your transaction is executed in time.
If you hold securities in certificate form, you will need to use two envelopes to complete your gift. In the first, place the unsigned stock certificate(s). In the other, include a signed stock power for each certificate. You may obtain this from your broker or bank. Please remember to use certified mail. If the documents are sent in the mail, the postmark date constitutes the effective date of the gift. We will issue a 2013 tax receipt for gifts of securities received on or before Dec. 31, 2013.
If you hand-deliver a stock certificate, the gift is effective on the day we receive it. Please be advised that all hand-delivered gifts must be received on or before Dec. 20, 2013, in order to ensure timely processing.
If you are working through a broker, please remember that the gift isn’t effective until the stock transfer is complete.