CONFIDENTIAL INTENTION FORM

    Dear Donor,

    We realize that many people who plan to support The Ohio University Foundation through their estate and/or financial plans prefer to keep their intentions private. However, by letting us know of your plans, we can thank you during your life, and confirm that we are able to fulfill your stated intentions.

    Please know that completing this form is non-binding — we understand that you may change your plans at any time. Please also know that all information you share with us is kept strictly confidential.

    Tim J. Gartland
    Senior Director, Gift Planning
    The Ohio University Foundation
    Phone: 740-593-2235
    Email: gartland@ohio.edu

    Planned Gift Notification—Confidential

    Personal Information

    Name:_______________________________________________________________________________

    Spouse Name:  ________________________________________________________________________

    Address: _____________________________________________________________________________

    City:_________________________________________________________________________________

    Phone: ______________________________________________________________________________

    Date(s) of Birth: _______________________________________________________________________

    Your Gift Intention

    Please provide the following information and attach a copy of the documentation or appropriate language from your will or trust, if available. Please complete all that apply.

    • I/We want to support the mission of The Ohio University Foundation through a planned gift as described below:
      • I/We have included a bequest for OUF in my/our will or living trust.
      • I/We have named OUF as a beneficiary of an asset:
        • Retirement Plan
        • Bank, Investment, or Other Financial Account
        • Life Insurance Policy
        • Other:__________________
      • I/We have named OUF as a revocable/irrevocable (circle one) beneficiary of a charitable remainder trust.

    The anticipated value of my/our gift is/will be approximately $_________or_______% of my/our estate. (If possible, please include a copy of the bequest language or other wording describing your planned gift.)

    Please provide a general description of the gift provision (such as, asset to be donated if other than cash or securities, how gift is to be used, whether gift is to create an endowment, etc.):



    • Yes, you may include me/us in listings of planned gift donors.

    Please indicate how you would like your name(s) to appear in our 1804 Society listings. (Please note the amount of your intended gift will not be published):

    • No, please do not include me/us in listings.

    Signature(s):                                                           Date:

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    _______________________                              _______________________

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