Miami University

For Professional Advisors

In your work as a professional advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our contributors plan charitable gifts to the Miami University Foundation. Please use these tools as you help your clients with their charitable plans, and feel free to contact us for more information or assistance.

Tools for Professional Advisors
Legal Name: Miami University Foundation
Tax I.D. Number: #31-6026014
Legal Name: Miami University
Tax I.D. Number: #31-6402089
Incorporated In: Oxford, OH

Bequest Language
To MU for Unrestricted Purposes
I hereby give, devise, and bequeath to the Miami University Foundation, a nonprofit Ohio corporation supporting Miami University,__________________ percent (%) of the rest, residue, and remainder of my estate 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, a nonprofit Ohio corporation supporting Miami University,_______________percent ( %) of the rest, residue, and remainder of my estate for the benefit of the _____________ college/school, department, or program.

Specific Amount for Unrestricted Purpose
I hereby give, devise, and bequeath to the Miami University Foundation, 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 Purpose
I hereby give, devise, and bequeath to the Miami University Foundation, a nonprofit Ohio corporation supporting Miami University, the sum of __________ dollars ($ ) to be used for _____________________________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.

Resources: Forms, Links and Books

Reference Library

Partner With Us
We understand that gifts to charities such as Miami University Foundation can be an important part of your clients' overall financial and estate plans. That's why we're committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the contributor, professional advisors and our gift planning staff—all working together to arrange the best gift possible.

The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.

Next Steps
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For more information, please contact:

Jayne Whitehead, H.A. '06, J.D.
Senior Director of Development, Gift Planning
(513) 529-5223
jayne.whitehead@miamioh.edu

Brian Furnish, '01, J.D.
Associate Director of Gift Planning
(513) 529-5332
brian.furnish@miamioh.edu

Jennifer Roden, J.D.
Assistant Director of
Gift Planning
(513) 529-6056
rodenjj@miamioh.edu

Mary Kay Whiston
Coordinator of
Gift Planning
(513) 529-2597
whistome@miamioh.edu

Kim Shann
Administrative Assistant
(513) 529-1286
shannkc@miamioh.edu

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Gift Planning

For more information, please contact:

Gift Illustrator