The Easiest Way to Make an Impact

A Gift in Your Will or Living Trust

Ready to start planning today? View and download your FREE copy of A Guide to Making Your Will: Direct Your Assets to the People and Causes You Care About Most.

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Interested in helping Ohio Wesleyan University with our mission but feel overwhelmed by the thought of writing another check or giving up your assets today? A simple, flexible and versatile way to ensure we can continue our work for years to come is a gift in your will or living trust, known as a charitable bequest.

By including a bequest to Ohio Wesleyan University in your will or living trust, you are ensuring that we can continue our mission for years to come. Your gift also entitles your estate to an unlimited federal estate tax charitable deduction.

Check Out This Potential Scenario

OWUWhen Tom and Martha got married, they made a point to put together a will to protect their assets. They both loved Ohio Wesleyan University and decided to include a bequest of $75,000 to us in their will.

As Tom and Martha's family grew to include three children, they decided to revise their gift to ensure their children's future financial security. They met with their attorney and simply revised the bequest language so that their gift to Ohio Wesleyan University was now a percentage of their estate instead of a specific amount. Tom and Martha now rest easy knowing when they die, their plans will provide for the people and charitable work they love.

Discover why Susan Howe and George and Mimi Ross have left OWU in their wills.

See How It Works

Learn How to Fund It

You can use the following assets to fund a bequest:

Ready to start planning today? View and download your FREE copy of A Guide to Making Your Will: Direct Your Assets to the People and Causes You Care About Most.

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 bequests or to chat more about the different options for including Ohio Wesleyan University in your will or estate plan.
  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