Why does Ohio University need my support?
How do I make a gift to Ohio University?
Our secure, online giving form is the easiest way to make your gift. To make an immediate gift using your credit or debit card, please visit www.ohio.edu/give
If you prefer to make your gift over the phone or if you have questions while trying to make your gift, please contact us by phone 800.592.3863,
email, or by using our
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
What are some gift options?
A gift of cash is a simple and easy way for you to make a gift. You will receive a charitable tax deduction that will provide you with savings on this year's tax return, and you will make an immediate impact on Ohio University's mission. Did you know that you can deduct up to 50 percent of your adjusted gross income in the year you make a gift to Ohio University, and, if necessary, carry forward the balance of the deduction for up to five years?
To make an immediate gift using your credit or debit card, please visit www.ohio.edu/give. If you prefer to make your gift over the phone or if you have questions while trying to make your gift, please contact us by phone 800.592.3863, email, or by using our web form.
Office of Gift Planning
can assist you in making a planned gift (such as an estate, bequest or trust). There are a number of donors who are benefiting from life income gifts, gift annuities, and other plans that provide favorable tax benefits.
Your employer may help you double or even triple your impact by matching your gift to Ohio University. Some companies even match gifts made by retirees and spouses. To find out if your company has a matching gift policy, please enter your employer's name below.
If your company will match your gift, you may be able to access the forms directly through the search.If you are unable to access the forms directly through the search, please request a matching gift form from your employer, and send it completed and signed with your gift to the following address:
The Ohio University Foundation
PO Box 869
Athens, OH 45701-0869
If you have a friend or family member who has been touched by the promise of Ohio University, you are welcome to make a gift in honor of that individual. Gifts of any type may be made in honor of, or in memory of, a specific person. This type of gift is a thoughtful and meaningful way to recognize the accomplishments or memory of a colleague, professor, friend, or relative.
Please check with your company to see if they have a payroll deduction program. For OU employees, please use the following documents to initiate payroll deductions:
There are many options for donating real property such as your home, second home, vacation property, vacant land, farmland, ranch, commercial property or other real estate. Donors who make a gift of real estate can receive a charitable income tax deduction for the full market value of the asset and pay no capital gains tax on the transfer. Please click HERE for more information.
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? By designating The Ohio University Foundation as the beneficiary of all or part of your tax deferred plan (using a beneficiary designation form provided by your custodian), the full value of the gift is transferred tax-free at your death and your estate receives an estate tax charitable deduction. Click HERE to learn more.
A gift of your securities, including stocks or bonds, is an easy way for you to make a gift. By making a gift of your appreciated securities, you can avoid paying capital gains tax that would otherwise be due if you sold these assets. Please click HERE for more information, or to make an immediate gift, please use these STOCK TRANSFER INSTRUCTIONS.
There are a variety of ways you can get involved and make a difference at Ohio University:
Can I choose what my gift supports?
Is my gift tax deductible?
Can I make my gift in installments?
What is a gift-in-kind?
How do I set up a scholarship?
If you’d like to create a scholarship, please speak with your unit’s development officer or contact us by phone 800.592.3863, email, or by using our web form. We’ll work with you to lay out how you want the scholarship to be awarded (for example, how much you want to be awarded annually and GPA / major requirements). You’ll need to make an initial gift of $1,000 to open a new account.
What is an endowment?
How are endowment gifts managed?
What’s the difference between an endowment and a restricted gift?
Does Ohio University offer naming opportunities?
When will I receive a receipt for my gift?
How do I obtain a copy of my tax receipt?
Who do I contact to find out information about a gift I’ve already made?
For questions about gifts, please contact Donor Relations at 740.593.4222.
How are donors recognized?
What are my rights as a donor?
What is a planned gift?
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."
Ohio University's Office of Gift Planning can assist you in making a planned gift. There are a number of donors who are benefiting from life income gifts, gift annuities and other plans that provide favorable tax benefits.
What kind of assets can be used to make a planned gift to Ohio University?
Almost any asset can be used to make a planned gift to Ohio University including cash, stocks, bonds, real estate, and even retirement assets and life insurance policies. For more information on gift options, please click HERE.
How do I include Ohio University in my will or living trust?
A charitable bequest is one of the easiest ways you can leave a lasting impact on Ohio University. A bequest may be made in your will or trust directing a gift to Ohio University. With the help of an advisor, you can include language in your will or trust specifying a gift to be made to family, friends or charity as part of your estate plan. Please click HERE for more information.
What are the benefits of a bequest?
In addition to the legacy you will leave on Ohio University, you will also receive an estate tax charitable deduction and lessen the burden of taxes on your family. A bequest is one of the easiest gifts to make. Learn more HERE.
What if I intend to give in the future gift but need some income for the present?
Ohio University offers several planned giving vehicles that can provide income for life or for a term of years. Examples include Charitable Gift Annuities and Charitable Remainder Trusts. LEARN MORE.
What is a Charitable Gift Annuity?
A Charitable Gift Annuity is a contract between you and Ohio University that provides you with a fixed income for life upon the transfer of assets. You will receive a charitable deduction for your gift and a portion of your income stream may even be tax-free. Click HERE for more information.
What is a Charitable Remainder Trust?
A Charitable Remainder Trust is a giving instrument that enables you to make a gift in exchange for an income stream for life or term of years. You can avoid paying capital gains tax on the sale of your appreciated assets and receive a charitable income tax deduction on a portion of your gift. If you are tired of riding the fluctuating stock market and want a fixed income, a charitable remainder trust may provide you with the stability you desire. Click HERE for more information.
What is the 1804 Society?
The 1804 Society is Ohio University's planned giving recognition society. You become a member in this society by giving, or committing to give, a planned gift (a bequest, trust, annuity, etc.) to The Ohio University Foundation.
Membership in the 1804 Society allows us to recognize you for the plans you have made and to inspire others with your generosity. Benefits of membership in the 1804 Society include an invitation to recognition events, inclusion on the membership roll on this page, and a membership pin. The most important benefit, of course, is the satisfaction of knowing that you have meaningfully contributed to the continued excellence of Ohio University and have made an impact on the lives of our students.
Are there other ways to make planned gifts to Ohio University?
There are dozens of ways to make planned gifts to Ohio University. The Office of Gift Planning is here to advise you on the best option for your particular situation. Please visit their website HERE, or you also may contact them directly by calling 740.593.4797.
Why did I receive a call from Ohio University?
Who are the Phonathon callers?
While we use Wilson Bennett Technology to manage our phone center, all of the callers are actual Ohio University students. They really enjoy speaking with you and they love to hear about your experiences at the university.
If you have any comments or concerns about your conversation, please contact us by phone 800-592-3863, email, or by using our web form.
For more information, please contact the Wilson Bennett campus manager:
Manager, Ohio University Phonathon
Wilson Bennett Technology