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 Bequests & Trusts / Planned Giving

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 614-293-7677; 888-293-7677

You may wish to contribute to the future of heart research and patient care at the OSU Heart and Vascular Center through a planned gift such as a bequest or charitable trust. There are a variety of ways to accomplish this and enhance your financial and estate plans. In addition, these gifts may reduce your income and estate taxes.

Gifts That Give Back

Gift annuities and charitable remainder trusts are examples of planned gifts that can provide annual payments for you, your spouse or another person; reduce your taxes through the charitable deduction; produce income from highly appreciated, but low-yielding assets; and save estate/gift taxes.

Gifts by Will

If you are concerned about preserving current income and investments but still want to make a special gift to The Heart Center you can remember the Ross Heart Hospital and Davis Heart and Lung Research Institute at The Ohio State University in your will. In addition, we can be named as beneficiary of retirement plans, trusts or life insurance policies. Such gifts can reduce estate taxes.

Personalized illustrations can show how you can help leave a legacy of hope for a world without heart disease, and how you and your family can benefit from planned gifts. To discuss various gift arrangements, please contact us as listed below. We also encourage you to consult with your personal advisers.

If you have already included the OSU Heart and Vascular Center in your long-range financial plans or your will, thank you and please contact Julie Dials at 614-292-5065 so we can ensure your wishes will be fulfilled as you intend. For more detailed information about bequests, trusts and other types of planned gifts, see The Ohio State University's online Gift Planning guide.

For more information about giving to the OSU Heart and Vascular Center, please contact:

The Ohio State University
Heart and Vascular Center Development Office
Davis Heart and Lung Research Institute, 110V
473 W 12th Avenue
Columbus, OH 43210

Julie Dials
Director of Development
614-292-5065
Julie.Dials@osumc.edu

Kelly Stevelt
Assistant Director of Development
614-688-4138
Kelly.Stevelt@osumc.edu​​​