Turn Your Generosity Into Lifetime Income

Charitable Gift Annuities

Learn more about the many benefits of a charitable gift annuity in our FREE guide Strengthen Your Future With a Charitable Gift Annuity.

View My Free Brochure

When you are looking for ways to help Ohio Wesleyan University with our mission, you shouldn't feel like you are choosing between your philanthropic goals and financial security. One gift that allows you to support Ohio Wesleyan University's work while receiving fixed payments for life is a charitable gift annuity.

Not only does this gift provide you with regular payments and allow us to further our work, but when you create a charitable gift annuity with Ohio Wesleyan University you can receive a variety of tax benefits, including a federal income tax charitable deduction.

Delay Your Payments

If you are younger than 60 or don't need your payments immediately, you can set up a deferred gift annuity. This allows you to delay receiving payments until a later date—such as when you reach retirement. To learn more, view and download the FREE guide Plan for Retirement With a Deferred Gift Annuity.

Please provide the following information to view the brochure.

Check Out This Potential Scenario

OWUSay that Justin, 76, and Mary, 75, want to make a contribution to Ohio Wesleyan University that will support our work for generations to come, but they also want to ensure that they have dependable income during their retirement years. They establish a $20,000 charitable gift annuity with Ohio Wesleyan University. Based on their ages, they will receive a payment rate of 5.1 percent, which means that they will receive $1,020 each year for the remainder of their lives. They're also eligible for a federal income tax charitable deduction of $7,889* when they itemize. Finally, they know that after their lifetimes, the remaining amount will be used to support our mission.

Learn how George and Joan Kerns and Jack Smith created charitable gift annuities with OWU. 

*Based on annual payments and a 2.4 percent charitable midterm federal rate. Deductions vary based on income earned.

See How It Works

Learn How to Fund It

You can use the following assets to fund a charitable gift annuity:

Calculate Your Benefits

Submit a few details and see how a charitable gift annuity can benefit you.

See My Benefits

Learn more about the many benefits of a charitable gift annuity in our FREE guide Strengthen Your Future With a Charitable Gift Annuity.

View My Free Brochure

Not Sure How to Begin Planning?

Download our FREE Personal Estate Planning Kit

Next Steps

  1. Contact Jenny Joerger Batchelder, JD at 740-368-3043 or jajoerge@owu.edu for additional information on charitable gift annuities or to chat more about the personal benefits of creating an annuity with Ohio Wesleyan University.
  2. Seek the advice of your financial or legal advisor.
  3. If you include Ohio Wesleyan University in your plans, please use our legal name and federal tax ID.

Legal Name: Ohio Wesleyan University
Address: Ohio Wesleyan University Attn: Office of Gift Planning, 61 S. Sandusky St. Delaware, OH 43015
Federal Tax ID Number: 31-4379585

Contact Info

Location

University Advancement Office
Mowry Alumni Center
61 S. Sandusky Street
Delaware, OH 43015
P 740-368-3078
F 740-368-3328
E giftplanning@owu.edu

DIRECTOR INFO

Jenny Joerger Batchelder, JD
Director of Gift Planning
P  740-368-3043
F  740-368-3328
E  jajoerge@owu.edu