Invest in Our Future

Endowed Gifts

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An endowment gift to Ohio Wesleyan University today provides a brighter picture for our future. When you make a donation to our endowment, you give a gift with both immediate and long-term benefits.

Here's how it works: Endowment donations are invested. A portion of the annual income from the investment is used to address immediate needs at Ohio Wesleyan University. The remaining funds are reinvested to ensure indefinite support.

Check Out This Potential Scenario

OWULongtime supporters Susan and Charlie have two goals: First, they want to make sure Ohio Wesleyan University continues to receive support after they're gone. Second, they want to memorialize Charlie's parents, Mr. and Mrs. Jones.

Susan and Charlie make a $100,000 donation to Ohio Wesleyan University, which we invest, and each year, a portion of the income from the invested money will be used to support our mission in honor of the Joneses. Plus, Susan and Charlie get a federal income tax charitable deduction on their taxes because they made a lump-sum gift.

Read why Pete Kakel and Bert and Peggy DuPont have created endowed gifts at OWU 

Learn How to Fund It

You can create an endowed gift using the following assets:

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Next Steps

  1. Seek the advice of your financial or legal advisor.
  2. Contact Jenny Joerger Batchelder, JD at 740-368-3043 or jajoerge@owu.edu to discuss endowed gifts.
  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