The following is intended to help you and your attorney in drafting a bequest that satisfies your interests. As you consult your attorney on the selection of appropriate wording to reflect your own goals and intentions regarding The Ohio University Foundation,, be sure our organization’s correct legal name appears in all final documents as:
For general unrestricted support University-wide:
"I give, devise, and bequeath to The Ohio University Foundation, tax identification number 31-6402269, a tax-exempt organization located at P.O. Box 869 Athens, OH 45701, (state percentage of estate or residual, or sum of money, or otherwise describe property) to support its general purposes."
For general support of a college or unit:
"I give, devise, and bequeath to The Ohio University Foundation, tax identification number 31-6402269, a tax-exempt organization located at P.O. Box 869 Athens, OH 45701, (state percentage of estate or residual, or sum of money, or otherwise describe property) to support (the name of the college, school, department, or unit)."
To create a new endowment or add to an existing endowment:
"I give, devise, and bequeath to The Ohio University Foundation, tax identification number 31-6402269, a tax-exempt organization located at P.O. Box 869 Athens, OH 45701, (state percentage of estate or residual, or sum of money, or otherwise describe property) to endow (name of the specific endowment), to be administered under the terms of the Gift Agreements on file with The Office of Development."
To create a new restricted (non-endowed) account or to add to an existing restricted account:
"I give, devise, and bequeath to The Ohio University Foundation, tax identification number 31-6402269, a tax-exempt organization located at P.O. Box 869 Athens, OH 45701, (state percentage of estate or residual, or sum of money, or otherwise describe property) to support (name of the specific restricted account), to be administered under the terms of the Gift Agreements on file with The Office of Development."