Gifts of Cash/Check/Credit Card
- Outright Gifts are the most immediate way to demonstrate that you STAND with Otterbein
- Gifts can be made on-line (insert link)
- Over the phone by contacting Jamie Rollo at 614-823-1427
- By mail (please makechecks payable to Otterbein University) –do not send cash
Mail payments to:
1 South Grove Street
Westerville, OH 43081
Gifts of Stock, bonds, and other securities
A gift of securities often affords the donor the opportunity to STAND with Otterbein while realizing many important personal tax benefits. When planning a gift of stock, please notify Gift Administration by contacting Christine Neubauer, 614-823-1428. Donations to Otterbein qualify as a charitable deduction to your income tax. There is no capital gains tax on the appreciated securities or mutual fund shares that you donate. Learn more about stock transfers to Otterbein.
Gift by Will or Living Trust
STAND with Otterbein by naming the University as a beneficiary in your will or trust. Contact Candace Brady, Director of Development and Planned Giving at 614-823-1953.
Beneficiary of life insurance, IRA, or other qualified plan
Designate Otterbein University as a beneficiary of your life insurance policy, IRA, or other qualified retirement plan. Contact Candace Brady, Director of Development and Planned Giving at 614-823-1953.
Gifts of Personal Property
Gifts of property including rare books, works of art, horses, and tangible items of demonstrable value will, in some cases, enable you to make a significant gift to STAND with Otterbein while providing outstanding tax benefits to you. Contact Christine Neubauer, Gift Administrator and Biographical Records Specialist at 614.823.1428
Charitable Gift Annuity
A gift annuity pays you, or up to two people you name, fixed income for life. A charitable gift annuity allows you to make a gift and receive a steady income stream, claim a charitable tax deduction, and support Otterbein. To establish a charitable gift annuity, Otterbein requires that the donor make a minimum gift of $25,000. Contact Candace Brady, Director of Development and Planned Giving at 614-823-1953 for more information.
Charitable Remainder Trust
A charitable remainder trust offers a way to make a meaningful future gift to Otterbein, while simultaneously providing income for life or for a specific term of years, for yourself and/or others you name.
- You receive fixed or variable quarterly income
- You will receive an immediate charitable income tax deduction based on a portion of the fair market value of the assets donated to the trust. Contact Candace Brady, Director of Development and Planned Giving at 614-823-1953 for more information.
Deferred Life Estate
A deferred life estate contract enables a donor to give a remainder interest in a personal residence to the university and preserve the right to remain in the property for life. All gifts of this type must be approved by the Gift Acceptance committee. Contact Candace Brady, Director of Development and Planned Giving at 614-823-1953 for more information.
Otterbein University also welcomes other types of gifts, including pledges that may be paid throughout a period of time, pooled income funds, closely held securities, and bargain sales.
Please contact Kathleen Bonte, Executive Director of Development, at 614-823-2707 for more information.