Bequests, Stocks, and QCDs
The Ohio University Foundation cannot and does not offer legal advice. As always, The Ohio University Foundation recommends discussing your estate and giving plans with a qualified attorney and/or professional advisor.
A bequest is one of the easiest gifts to make. You can include language in your will or trust specifying a gift be made to The Ohio University Foundation as part of your estate plan.
- Create a lasting legacy
- Lessen the burden of taxes on your family
- Potentially receive estate tax savings
Transfer Appreciated Assets
Many donors prefer to make gifts of appreciated stocks, bonds, mutual funds or exchange-traded funds because it allows them to support the areas they care about most, while maximizing potential tax benefits by avoiding capital gains tax.
Qualified Charitable Distributions (QCD)
Donors 70.5 or older with a traditional IRA are eligible to make a tax-free donation to The Ohio University Foundation directly from their IRA. These gifts, called Qualified Charitable Distributions (QCDs) are always tax-free regardless of whether you itemize deductions on your tax return.
If you have questions about bequests, QCDs or transferring appreciated assets, please contact us. We are happy to assist you and answer any questions you have.
Kelli L. Kotowski
Assistant Vice President, Gift Planning
Tim J. Gartland
Director, Gift Planning