Ohio University Gift Planning

Ohio University Gift Planning Helping alumni and friends build their legacies with OHIO. We offer tax-efficient legacy planning and gift planning services. 740-597-1819. Helping alumni and friends build their legacies with the Ohio University community.

We offer tax-efficient estate and gift planning services. Like us to connect with others in the Bobcat network!

Operating as usual

College Gate illuminated in Snowy Night
12/06/2020

College Gate illuminated in Snowy Night

Dear Bobcat Family, We hope that you are all safe and healthy during this COVID-19 pandemic.  In these unprecedented tim...
03/19/2020

Dear Bobcat Family,

We hope that you are all safe and healthy during this COVID-19 pandemic. In these unprecedented times, we are enheartened to see people helping each other, and finding unique ways to stay connected and allow life and work to move forward in a new way for the coming days and weeks.

For Ohio University, this means our faculty will be teaching our students via online courses for the remainder of the semester. We know that this physical separation will be tough for our students emotionally, and for some this will create financial hardships. To help our Bobcat students who are most affected, we have established the COVID-19 Ohio University Student Emergency Fund.

If you are able, please join me in supporting OHIO students impacted by the COVID-19 epidemic and response by visiting bobcatstakecare.ohio.edu.

Cincinnati Bobcats - Join us for a networking event at Kenwood Country Club, October 3, 5:30 - 7:30pm.  Register here:ht...
09/20/2019
OHIO Alumni on Twitter

Cincinnati Bobcats - Join us for a networking event at Kenwood Country Club, October 3, 5:30 - 7:30pm. Register here:
https://lnkd.in/eKYMWPQ

“Cincinnati Bobcats: Here’s a networking opportunity for you! Join your colleagues, peers, and Ohio University Provost, for a reception hosted by @ohiou alumni on Oct. 3 at the Kenwood Country Club. RSVP here: https://t.co/q7pATzdRLk”

04/18/2019
Ohio University Alumni Association

Ohio University Alumni Association

Support your passion at OHIO!
www.OHIOGivingDay.com

On Thursday, April 18, join Bobcats from around the world in supporting what you care about most during OHIO’s first-ever Giving Day.

Discover and share your passion while dedicating 24 hours to inspiring all alumni and friends to make a lasting impact on Ohio University, together.

No matter the size of your gift — from $5 to $500 — every gift matters on Giving Day.

Ohio University Gift Planning's cover photo
06/09/2016

Ohio University Gift Planning's cover photo

Dave Abram, BSC '89, often says his blood "runs green," a testament to the positive impact Ohio University had on him. T...
05/31/2016
Donor Story - Leaving a Legacy Through Education

Dave Abram, BSC '89, often says his blood "runs green," a testament to the positive impact Ohio University had on him. To demonstrate his devotion to OHIO, Abram and his wife Amber established the David L. and Amber L. Abram Appalachian Scholarship, a fund that supports disadvantaged students seeking an OHIO degree. They also support OHIO athletics through gifts to the Ohio Bobcat Club. Read their story about giving back. Photo courtesy of Sway the Crowd Productions

Welcome to University Advancement

When Mr. Lamprey learned about the sustainability programs at OHIO, he knew the time for “giving back” was now. Mr. Lamp...
05/25/2016

When Mr. Lamprey learned about the sustainability programs at OHIO, he knew the time for “giving back” was now. Mr. Lamprey graduated from Ohio University in 1964 with a bachelor’s degree in electrical engineering and a master’s degree in industrial and systems engineering in 1977. http://ohiolegacy.org/?pageID=3&storyNum=10

Do you know a newly-minted college graduate who could use some financial planning advice in a format Millennials love? C...
05/20/2016
The Top 7 Financial Podcasts For Millennials

Do you know a newly-minted college graduate who could use some financial planning advice in a format Millennials love? Check out these top-ranking financial podcasts that teach best practices for controlling your money.

Looking for a good financial listen? We've rounded up the BEST financial podcasts for your downloading pleasure!

A charitable lead trust can be used not only to make very substantial charitable gifts, but also to pass wealth partiall...
05/17/2016

A charitable lead trust can be used not only to make very substantial charitable gifts, but also to pass wealth partially or entirely free of estate and gift taxes to family members. As Jeanette Grasselli Brown, BS '58, DS '78, explains, "A charitable lead trust is a wonderful way to satisfy two philanthropy goals at once - with tax benefits when you give." Read the full story here: http://bit.ly/1V7xytY

Top 10 Benefits of Charitable Giving and Donations
05/13/2016
Top 10 Benefits of Charitable Giving and Donations

Top 10 Benefits of Charitable Giving and Donations

Want to give to a good cause? Whether you're interested in tax benefits, you have altruistic motives, or a little of both, giving can be rewarding.

05/10/2016

The Schunemans decided to give back to their alma mater through a charitable gift that reflects their shared passion. Based on a successful symposium they managed for seven years at the University of Minnesota, Smith and Patricia established the Schuneman Symposium on Photojournalism and New Media at Ohio University in 2009. Check out photos from the 2016 Schuneman Symposium https://www.flickr.com/photos/scrippsou/sets/72157665930650270 and read more about how their generosity has impacted OHIO http://ohiolegacy.org/?pageID=3&storyNum=6

A Chillicothe native and Ohio University alumna, Dr. Bayless has contributed to the Urban Scholars Program and the Appal...
05/03/2016

A Chillicothe native and Ohio University alumna, Dr. Bayless has contributed to the Urban Scholars Program and the Appalachian Scholars program. Dr. Bayless knows first-hand the challenges facing urban youth as well as the unique challenges of Appalachian Ohio: http://ow.ly/4nn3r6

Ohio University Gift Planning's cover photo
04/25/2016

Ohio University Gift Planning's cover photo

04/15/2016

One non-profit leader learns about improving women’s lives through two different angles http://ow.ly/4mJt5l

The Levys were inspired to give because of their own college educations. “By endowing a scholarship, we can contribute s...
04/12/2016

The Levys were inspired to give because of their own college educations. “By endowing a scholarship, we can contribute something that will hopefully go on forever. It felt right to do something that will continue to make a difference for people for many, many years.” See more about Dave and Cathy Levy’s donor story: http://ow.ly/10ABHt

Are you 70½ or older and looking to lower the income and taxes from your IRA withdrawals? The permanent charitable IRA r...
04/08/2016

Are you 70½ or older and looking to lower the income and taxes from your IRA withdrawals? The permanent charitable IRA rollover makes it easy to do this and support Ohio University's mission at the same time. Read more at http://ow.ly/10oQ1k

“People by nature are not generous.” Mr. Gates, a Chilicothe native, chose a different path – embarking instead on a lif...
04/05/2016

“People by nature are not generous.” Mr. Gates, a Chilicothe native, chose a different path – embarking instead on a lifetime of philanthropy. He and his wife Mary, went on to establish the Ross County Scholar’s Fund, which eventually will total more than $10 million. Read more about Mary and Larry Gates’ philanthropic efforts: http://ow.ly/10jZLb

The history of charitable giving—in infographic form!
04/01/2016

The history of charitable giving—in infographic form!

David Pidwell wanted to promote a culture of entrepreneurship at Ohio University and in southeast Ohio. A gift to Ohio U...
03/29/2016

David Pidwell wanted to promote a culture of entrepreneurship at Ohio University and in southeast Ohio. A gift to Ohio University made his vision a reality. It established OHIO's Center for Entrepreneurship. Learn more about Pidwell’s love for and generosity toward OHIO: http://ow.ly/100uIh

The U.S. gave an estimated $358.4 billion to charity in 2014, which surpassed the peak giving level seen before the Grea...
03/25/2016
6 Things To Know About Charitable Giving This Tax Season

The U.S. gave an estimated $358.4 billion to charity in 2014, which surpassed the peak giving level seen before the Great Recession, according to the Giving Institute. These donations can generate significant tax deductions. Here are six things to know about your charitable giving this tax season: http://ow.ly/ZVBae

We give to charity because it's the right thing to do. But chartable gifts also make us happier. Researchers from Harvard University, Simon Fraser University and the University of British Columbia found that there was a positive correlation between charitable giving and happiness in 120 out of 136 c…

What’s stronger than a family’s love? That family’s love for OHIO! See how one family’s passion to sustain a tradition o...
03/22/2016

What’s stronger than a family’s love? That family’s love for OHIO! See how one family’s passion to sustain a tradition of service within their family supports the Ohio University Foundation: http://ow.ly/ZLeoy

Patricia Conner Study, AB ’48, established the Patricia Conner Study Professorship in Contemporary History during OHIO’s...
03/15/2016

Patricia Conner Study, AB ’48, established the Patricia Conner Study Professorship in Contemporary History during OHIO’s Bicentennial Campaign to support OHIO’s elite history scholars. Click here to read more about the Professorship: http://ow.ly/ZtXKe

Supporting promising students through scholarships changes lives. Read about one student whose world was expanded after ...
03/10/2016

Supporting promising students through scholarships changes lives. Read about one student whose world was expanded after receiving the Lenfest Scholarship, a program that supports extraordinary students in rural Pennsylvania. http://ow.ly/ZjOnv

When it comes to helping his community and giving back to OHIO, Alumnus John Koonts is one selfless Bobcat. Read more ab...
03/08/2016

When it comes to helping his community and giving back to OHIO, Alumnus John Koonts is one selfless Bobcat. Read more about Koonts' stalwart volunteer work and his generosity toward future Bobcats. http://ow.ly/ZdOtG

Forbes says a report from Women Moving Millions urges women to give more resources toward causes that support women and ...
03/04/2016
A Gender Lens For Giving: Women In Philanthropy Urged To Invest More In Women And Girls

Forbes says a report from Women Moving Millions urges women to give more resources toward causes that support women and girls in the world. Read more about "A Gender Lens For Giving: Women In Philanthropy Urged To Invest More In Women And Girls" here: http://ow.ly/Z5C4P

Women in philanthropy can - and should - commit far greater resources to advancing the cause of women and girls in the world: that's the tough message of an extensive new report released today by the organization Women Moving Millions. All In For Her: A Call To Action puts a [...]

The Steenbergens’s generous gift to the Ohio University Southern Campus’s Ohio Horse Park provides 155 acres next to the...
03/01/2016

The Steenbergens’s generous gift to the Ohio University Southern Campus’s Ohio Horse Park provides 155 acres next to the park, creating space for winding bridle trails, equestrian training, and the potential for a public arena.

“We’re very interested in education and we appreciate all the university does. The land was just another way to support the students.” --Phyliss Steenbergen

Read more about the Steenbergens's gift to OHIO: http://ow.ly/YWhJm

Photo credit: Ben Wirtz Siegel

01/29/2016

"In good times and bad, we know that people give because you meet needs, not because you have needs." - Kay Sprinkel Grace

Set your Bobcat legacy in stone with your planned giving to Ohio University.
01/28/2016

Set your Bobcat legacy in stone with your planned giving to Ohio University.

01/26/2016

Thanks to our amazing donor support Ohio U is able to provide financial help to students who couldn’t afford an education otherwise!

01/24/2016

The pride of being a Bobcat doesn’t end with graduation: Stay in contact with Ohio U as an alumni!

Address

McGuffey Hall 202
Athens, OH
45701

General information

The Ohio University Office of Gift Planning is an Ohio University team that specializes in tax-efficient Life Income Gifts, Gift Annuities, and Estate Planning assistance for OHIO Alumni and friends of the university. The Gift Planning office is located in 202 McGuffey Hall, College Green, Ohio University Athens campus. Contact us at [email protected] or at (740) 597-1819. When you give to OHIO, you're not only giving to your Alma Mater, you're giving to the promise of this great university. The promise to further the education of thousands of students in need of financial assistance. The promise to fund vital research that has the ability to improve the lives of millions, and the promise to educate a future generation of Bobcats!

Opening Hours

Monday 08:00 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 08:00 - 17:00

Telephone

(740) 597-1819

Products

Estate planning, legacy planning, tax-efficient donation, bequests, unitrusts, wills, real estate sales, assets, stocks & bonds.

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