Considering a gift? We can help.
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Writing or updating your will can feel overwhelming. Let us help you simplify the process by sending you our free Will and Estate Planning Guide, designed to walk you through the process of considering your goals, determining how you want your assets distributed, and organizing the relevant documents.
IRA owners age 73 and older may need to take annual required minimum distributions (RMDs) from their accounts. Use our RMD Calculator to determine the amount you are required to withdraw. To learn about gift options that count toward your RMD, visit our Gift from an IRA page.
Interested in how a charitable gift annuity might work in your situation to secure an income stream, provide tax benefits, and make a meaningful gift? Try out the CGA calculator to get a personalized illustration. To learn more about CGAs, visit our Charitable Gift Annuities page.
Making a gift in your will or with a beneficiary designation?
Here is the language you’ll need to share with your attorney.
To MU for unrestricted purposes
I, ________________, hereby give, devise, and bequeath to the Miami University Foundation (EIN: 31-6026014), a nonprofit Ohio corporation supporting Miami University,[“_____ percent( __.0%) of the rest, residue, and remainder of my estate” or “the sum of ___ dollars ($__.00)”] for the unrestricted benefit of Miami University.
To support a specific MU college/school, department, or program
I, ________________, hereby give, devise, and bequeath to the Miami University Foundation (EIN: 31-6026014), a nonprofit Ohio corporation supporting Miami University,[“_____ percent ( __.0%) of the rest, residue, and remainder of my estate” or “the sum of ___ dollars ($__.00)”] for the benefit of the _____________ college/school, department, or program.
Specific amount for unrestricted purposes
I, ________________, hereby give, devise, and bequeath to the Miami University Foundation (EIN: 31-6026014), a nonprofit Ohio corporation supporting Miami University, the sum of _______ dollars ($) as an unrestricted gift to be used in the area of greatest need at the time the gift is received.
Specific amount for a specific (restricted) purpose
I, ________________, hereby give, devise, and bequeath to the Miami University Foundation (EIN: 31-6026014), a nonprofit Ohio corporation supporting Miami University,[“_____ percent(__.0%) of the rest, residue, and remainder of my estate” or “the sum of ___ dollars ($__.00)”] to be used for _____________ [ or “to establish or further support the _____________”] at Miami University. It is understood and agreed that should the purpose for which this bequest is instituted cease to exist, then the Miami University Foundation may devote said bequest for such other uses and purposes as it determines to be in accordance with my original intent in making this gift.
Designation information:
Entity name: Miami University Foundation
Entity EIN: 31-6026014
Entity address: 725 E. Chestnut Street, Oxford, OH 45056