Donor Bill of Rights
Philanthropy is based on voluntary action for the common good. It is a tradition of giving and sharing that is primary to the quality of life. To assure that philanthropy merits the respect and trust of the general public and that donors and prospective donors can have full confidence in the not-for-profit organizations and causes they are asked to support, it is declared that all donors have these rights.
- To be informed of the organization's mission, of the way the organization intends to use donated resources, and of its capacity to use donations effectively for their intended purposes.
- To be informed of the identity of those serving on the organization's governing board and to expect the board to exercise prudent judgment in its stewardship responsibilities.
- To have access to the organization's most recent financial statements.
- To be assured gifts will be used for the purposes for which they were given.
- To receive appropriate acknowledgment and recognition.
- To be assured that information about donations is handled with respect and with confidentiality to the extent provided by law.
- To expect that all relationships with individuals representing organizations of interest to the donor will be professional in nature.
- To be informed whether those seeking donations are volunteers or employees of the organization or hired solicitors.
- To have the opportunity for the donor’s name to be deleted from mailing lists that an organization may intend to share.
- To feel free to ask questions when making a donation and to receive prompt, truthful, and forthright answers.
The text of this statement in its entirety was developed by the American Association of Fundraising Counsel (AAFRC), the Association for Healthcare Philanthropy (AHP), the Council for Advancement and Support of Education (CASE), and the Association of Fundraising Professionals (AFP).
Information for Donors
The Promise Lives Campaign
In 2015, Ohio University completed its boldest fundraising initiative in the University’s history. The Promise Lives Campaign raised $500 million, exceeding its $450 million goal and positioning OHIO to advance and support outstanding academic and research initiatives, the student-life experience, our campus environment and other objectives based on Ohio University’s core principles and most notable strengths. The Promise Lives Campaign also allowed the University to mobilize and engage OHIO's loyal alumni, volunteers and donors in new and innovative ways, as well as create a new environment for alumni and student involvement that will lead to generations of renewed support for the University.
The Ohio University Foundation, then known as The Ohio University Fund, was incorporated in October 1945 and was granted 501(c)(3) status as a non-profit organization by the Internal Revenue Service in 1955. Contributions to The Ohio University Foundation are tax deductible to the extent provided by law.
Public Recognition of Donors
Ohio University is grateful for the support it receives from alumni, parents and friends. Public recognition of support is frequently expressed through honor rolls that may be in electronic or printed forms. If you prefer that your name not be listed in an honor roll or recognition vehicle, please contact Donor Relations at 740.593.2486 if you have not already done so.
Investment and Management of Endowed Funds
Gifts to The Ohio University Foundation are managed in accordance with the Uniform Prudent Management of Institutional Funds Act (“UPMIFA”) adopted by the State of Ohio on June 1, 2009. UPMIFA provides guidance to charitable organizations for the management and investment of endowment funds. Spending authority for endowment accounts not underwater will be the product of a 4 percent spending rate and a 36-month moving average of fair market value. These accounts will also be subject to a 2 percent administration fee. Should market performance result in an unsustainable change in available spending, the Investment Committee of The Ohio University Foundation Board of Trustees will address altering the spending rate accordingly. In the event that endowed accounts are underwater, spending will be restricted to an amount equal to 1 percent of the 36-month moving average of fair market value. These accounts will not be assessed the administration fee.
Click here for more information about UPMIFA and the Foundation's spending policy.
For additional information regarding the Disclosure Statement, please contact Donor Relations at 740.593.2486. Ohio University reserves the use of discretion in these stated matters.