Ways to Give

Contact Us


The Office of Institutional Advancement staff is available to assist you and your professional advisor in planning just the right gift.  Contact us at 859-344-3344, 800-825-4557, or by e-mail at [email protected].

Ways to Give

Contributions from individuals, foundations, and organizations provide the base of support for °ÄÃÅÁùºÏ²Ê¿ª½±¼Ç¼×ÊÁÏ’s programs and help ensure the highest quality education now and in the future.

There are many ways to assist the school financially – from outright gifts and endowments to securities and bequests.  Whatever method you choose, the Office of Institutional Advancement will make sure that your gifts will not only be put to the best use but that you or your organization receive the maximum benefits, tax breaks and recognition for your generosity.

Outright gifts are used to meet the University’s current needs, helping us with our mission to educate disciplined thinkers and ethical leaders and are the most popular way to show support for the University. The most common outright gifts come in the form of cash, check, money order, credit card charge, securities, real estate and/or personal property.

To make a gift by EFT, pleaseÌýdownload this form.

Endowed funds and gifts are invested rather than used as cash for immediate needs. An endowment is a permanent investment in the future of °ÄÃÅÁùºÏ²Ê¿ª½±¼Ç¼×ÊÁÏ and an important source of revenue. Endowed funds create a foundation for fiscal growth and stability while generating a reliable portion of income for scholarships, professorships, and programs.

A donor-advised fund (DAF) is a common type of giving program sponsored and administered by community foundations and investment companies. It allows you to combine favorable tax benefits with the flexibility to conveniently support °ÄÃÅÁùºÏ²Ê¿ª½±¼Ç¼×ÊÁÏ.

How does it work?

  • You establish a DAF through an investment advisor or broker (e.g., Fidelity Investments or Charles Schwab) or a local community foundation (e.g. The Greater Cincinnati Foundation).
  • You fund your DAF with cash and/or securities and choose an investment program (any investment growth is tax-free). You can make additional transfers to your DAF at any time.
  • When you choose, you recommend grants from your DAF to the nonprofit of your choice. All you have to do is contact your DAF sponsor.

What are the advantages of a DAF?

SimplicityÌý– The DAF sponsor handles all record-keeping, disbursements and tax receipts.
Tax EfficiencyÌý– Contributions you make to your DAF are tax-deductible to the extent allowed by federal law and any investment growth in the DAF is tax-free. (Consult your tax advisor for details specific to you.)
Family LegacyÌý– The DAF is a powerful way to build or continue a tradition of family philanthropy.

When you initiate a gift from your DAF to °ÄÃÅÁùºÏ²Ê¿ª½±¼Ç¼×ÊÁÏ, you can choose to be recognized or remain anonymous. This is an increasingly popular charitable vehicle to help donors like you simplify your charitable giving and facilitate your strategic philanthropic goals!

If you have questions or would like more information, please contact the Office of Institutional Advancement at 859.344.3344 or email [email protected].

The IRA charitable rollover has been made permanent with the recent tax law change. If you are 72 or older, you are required to take a minimum IRA distribution. Normally, these distributions are subject to income taxes. However, for persons aged 70 ½ and older, the IRA Charitable Rollover provision allows you to transfer up to $100,000 to charitable organizations each year directly from your IRA, without treating the distribution as taxable income. In order to qualify, contributions must go directly from your IRA to a public charity and be made from traditional IRAs or Roth IRAs. Donors may receive no goods or services in return for their contributions and must obtain written documentation of their contribution from each recipient charity.Ìý

Benefits of an IRA charitable rollover

  • Avoid taxes on transfers of up to $100,000 from your IRA to °ÄÃÅÁùºÏ²Ê¿ª½±¼Ç¼×ÊÁÏ
  • Satisfy your required minimum distribution (RMD) for the year
  • Reduce your taxable income, even if you do not itemize deductions
  • Make a gift that is not subject to the deduction limits on charitable gifts

How an IRA charitable rollover gift works

  1. Contact your IRA plan administrator to make a gift from your IRA to us.
  2. Your IRA funds will be directly transferred to °ÄÃÅÁùºÏ²Ê¿ª½±¼Ç¼×ÊÁÏ to help advance our mission.
  3. Please note that IRA charitable rollover gifts do not qualify for a charitable deduction.

°ÄÃÅÁùºÏ²Ê¿ª½±¼Ç¼×ÊÁÏ’s Employer Identification Number (EIN) is 61-0448560. If you have further questions, please contact the Office of Institutional Advancement at 859-344-3344 orÌý[email protected]

Transferring or purchasing securities are particularly attractive ways to contribute to the University, as you are entitled to tax deductions for the full market value of the security while benefiting from not paying sales fees or income tax on the gain. For instructions on how to donate securities to °ÄÃÅÁùºÏ²Ê¿ª½±¼Ç¼×ÊÁÏÌýdownload this form.

Many companies and organizations will match investments you make to °ÄÃÅÁùºÏ²Ê¿ª½±¼Ç¼×ÊÁÏ. To find out if your company has a matching gift policy,Ìýclick here.

There areÌýaÌýnumber of ways the Office of Institutional Advancement can assist in aligning your financial and estate planning with the °ÄÃÅÁùºÏ²Ê¿ª½±¼Ç¼×ÊÁÏ’s educational mission.Ìý

For more information on how you can help advance the mission and key initiatives of °ÄÃÅÁùºÏ²Ê¿ª½±¼Ç¼×ÊÁÏ through a major gift, please contact Institutional Advancement at 859-344-3344 or e-mail at [email protected].