By making a planned gift, you are furthering Ohio University's vision of becoming the nation's best transformative learning community where students realize their promise, faculty advance knowledge, staff achieve excellence, and alumni become global leaders.

Lead Unitrust for Term of 1-35 Years

Gift Date

Enter the date of the gift. Example: Mo/Day/Yr, 7/14/2000. If you enter an invalid date, such as a letter or blank, the system will default to the current date.

Rate of the Month

The current Rate of the Month (AFR) will display in the drop down box. Choose one of the three rates offered.

Donor

Enter the name of the Donor. You may use such titles as "Mr.", "Mrs.", "Dr.", "Rev.", "Jr.", etc.

Beneficiary

Enter the name of the Beneficiary. You may use such titles as "Mr.", "Mrs.", "Dr.", "Rev.", "Jr.", etc.

Term of Years Years

Enter the term of years the trust will last, i.e., distribute income to the named beneficiary(ies). The term cannot exceed 35 years.

Trust Amount $

Enter the amount of cash or the fair market value (FMV) of the asset(s) used to fund the CGA. For assets such as real estate, closely-held stock and other hard to value assets, the FMV would be the appraised value of the property on the date of the gift.

Payout %

Enter the percent income payout to the donor. You must select a trust percent payout of 5% or more.

Payment Frequency Monthly Quarterly Semiannual Annual

Select either monthly, quarterly, semiannual, or annual income payments to the beneficiary(ies) of the income. The choice of payment frequency does affect the amount of the charitable deduction as the more frequent the payment (i.e. monthly as opposed to annually), the smaller the donor's tax deduction.

Kelli Kotowski

Assistant Vice President, Gift Planning
The Ohio University Foundation
P.O. Box 869
Athens, OH 45701

[email protected]
740-597-1819 office
740-707-3100 cell
740-593-1432 fax

Tim J. Gartland

Director, Gift Planning
The Ohio University Foundation
P.O. Box 869
Athens, OH 45701

[email protected]
740-593-2235 office
480-297-3032 cell
740-593-1432 fax