Planned Giving

Welcome! We are pleased that you have interest in learning about the many benefits of gift plans. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of our Planned Giving Team will be very pleased to help you.
Donor Stories
Donor Stories
Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
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Gift Options
Gift Options
Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.
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How to Fund Your Living Trust
Personal Planner
A revocable living trust is one of the principal estate planning methods. While everyone should have a will, there are many benefits of a revocable...
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Required IRA Distributions by December 31
Washington News
In IR-2018-248, the Service reminded retirees born before July 1, 1948 that most IRA owners will take an IRA required minimum distribution (RMD) by...
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Plan Your Will
The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
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Free Wills Guide
Are you ready to plan your will or trust? We would like to give you a FREE Wills Guide.
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E-newsletter
We are delighted to make available to you our weekly e-newsletter. It features news from Washington, Savvy Living, Gift Stories, Finance News and timely articles.
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CONTACT US

The Office of Development is located in Howard House at 131 W. Park St.

Office Hours
M-F: 8:30am - 5:00pm

Contact Development
Michael McGreevey, Director of Development and Planned Giving
p/614-823-1305
e/mmcgreevey@otterbein.edu