Harness the Giving Power of a Private Foundation—Without the Complexity

Donor Advised Funds

Want to learn more about donor advised funds? View and download the FREE guide One-Stop Giving: The Convenience and Simplicity of Donor Advised Funds.

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Are you looking for an easy, cost-effective way to support Ohio Wesleyan University and other causes you love? A donor advised fund, which is like a charitable savings account, may be the right choice for you.

Here's how it works. You transfer cash or other assets to a tax-exempt sponsoring organization such as a public foundation. You can then recommend—but not direct—how much and how often money is granted to Ohio Wesleyan University or other charities—sometimes as easily as using a Web portal. And you avoid the cost and complexities of managing a private foundation.

What do you receive in return? An immediate federal income tax charitable deduction at the time you contribute to the account, and the power to make recommendations on which charities to support whenever you want. You centralize your giving and record-keeping in one location. And maybe best of all, you can start a legacy of giving by letting your children help decide which grants to recommend.

Learn more about the Donor Advised Fund Program at OWU.

Check Out This Potential Scenario

OWUJoe and Laura want to give back to their hometown by putting their money where it will do the most good. They establish a $25,000 donor advised fund with Ohio Wesleyan. The couple receives a federal income tax charitable deduction for the amount of the gift. They also get all the time they need to decide which charities to support. After researching community needs, Joe and Laura recommend grants for Ohio Wesleyan University (which they've supported for years) and the Animal Rescue League. The foundation presents the charities with checks from the Megan Fund, which Joe and Laura named in honor of their granddaughter. Joe and Laura are delighted to start this personal legacy of giving.

Learn How to Fund It

Create a donor advised fund with one of the following assets:

Want to learn more about donor advised funds? View and download the FREE guide One-Stop Giving: The Convenience and Simplicity of Donor Advised Funds.

View My Free Brochure

Not Sure How to Begin Planning?

Download our FREE Personal Estate Planning Kit

Next Steps

  1. Evaluate a sponsoring organization to make sure it supports your interests, values and the type of asset you are considering as a funding source.
  2. Get to know the organization's policies and procedures-from minimum contributions to administrative fees. Each organization handles these details differently.
  3. Seek the advice of your financial or legal advisor.
  4. Contact Jenny Joerger Batchelder, JD at 740-368-3043 or jajoerge@owu.edu to discuss using donor advised funds to support Ohio Wesleyan University and our mission.
  5. 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