Planned Giving Home

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The Oracle Newsletter

May 2009 - Charitable Gift Annuity

June 2009 - Charitable Remainder Trust

July - Bequest

September 2009 - Charitable Lead Trust

September 2009 - Bequest

October 2009 - Charitable Remainder Trust

November 2009 - IRA Rollover

November 2009 - Charitable Remainder Trust

December 2009 - Stock Transfer

January 2010 - Charitable Remainder Trust

February 2010 - Supporting Organization

March 2010 - Charitable Gift Annuity

April 2010 - IRA Rollover/IRA Conversion

May 2010 - Charitable Lead Trust

Welcome to Ohio University
Planned Giving
Thank you for your interest in Ohio University. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at OU who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.

News

Renowned Artist Donates Painting to Ohio University.

University receives $13.3 million gift
Alumna's donation will be used to establish an arts education program.

Alumna gives $28 million gift to College of Education
Violet Patton's 2010 donations total more than $41 million

A legacy of learning [video]

Benefits for Family and Ohio University

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

Teacher Passes on Love of Education – IRA Rollover
Marlain Evans has a passion for education. As a child growing up in Cleveland, her parents instilled in her the love of learning. She chose to attend Ohio University because her high school math teacher recommended the school. More on Teacher Passes on Love of Education – IRA Rollover >>.

Leaving a Legacy Through Education
David Abram recognizes the importance of education and wants to leave a legacy through Ohio University. Growing up in southeast Ohio, David felt a connection to the university. More on Leaving a Legacy Through Education >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Kelli Bell
Executive Director of Development

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.

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Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact bellk@ohiou.edu.

If you are a professional advisor, you may take the following steps on this site.

Office of Development
McGuffey Hall
Athens, OH 45701
Tel: 740.593.2636 | Fax: 740.593.1432

Staff Directory: Contact Us!