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Planned Giving
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Gifts of Retirement Assets

Donating part or all of your unused retirement assets, such as your IRA, 401(k), 403(b), pension or other tax-deferred plan, is an excellent way to make a gift to The Ohio University Foundation.

If you are like most people, you probably will not use all of your retirement assets during your lifetime. You can make a gift of your unused retirement assets to help further our mission.

Gift of Retirement Assets
Retirement Assets
OU
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Benefits of gifts of retirement assets

  • Receive charitable estate tax deduction
  • Eliminate income taxes as The Ohio University Foundation is tax exempt
  • Maintain use and control of assets for lifetime

How to make a gift of retirement assets

  1. Request a beneficiary designation form provided by your retirement plan custodian.
  2. Complete the form by naming The Ohio University Foundation, Tax ID number 31-6402269 as a beneficiary, sign and mail the form back to your broker, banker or insurance agent.
  3. Make our office aware of your intentions by providing a copy of the beneficiary designation form, and completing any gift designation paperwork necessary

More on gifts of retirement assets

Did you know that 60%-70% of your retirement assets may be taxed if you leave them to your heirs at your death? Another option is to leave your heirs assets that receive a step up in basis, such as real estate and stock, and give the retirement assets to The Ohio University Foundation. As a charity, we are not taxed upon receiving an IRA or other retirement plan assets.

Contact us

If you have any questions about gifts of retirement assets, please contact us. We would be happy to assist you and answer any questions that you have.

Please let us know if you have already included The Ohio University Foundation as a beneficiary of your retirement assets. We would like to thank you and recognize you for your gift.

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Kelli Kotowski

Executive Director of Gift Planning
University Advancement

McGuffey Hall
1 Ohio University
Athens, OH 45701

Kotowskk@ohio.edu
740.597.1819 office
740.707.3100 cell
800.592.3863 toll free
740.593.1432 fax

Caty Allgood

Director of Gift Planning
University Advancement

McGuffey Hall
1 Ohio University
Athens, OH 45701

allgood@ohio.edu
740.593.9968 office
440.258.6564 cell
800.592.3863 toll free
740.593.1432 fax