Gift of Cash
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 or via email at firstname.lastname@example.org
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.
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
Follow the set procedure, and if you run into any problems, we will be happy to assist. Please contact us by phone 800.592.3863 or via email at email@example.com.
Memorial and Honorary Gifts
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:
Gifts of Real Estate
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.
Giving of Retirement Assets
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.
Giving Stocks, Securities, or Bonds
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.