Gift Planning is a means of leaving a legacy at Oklahoma State University. Gifts are typically funded with cash, securities or property, and are a long-term partnership between donors and the OSU Foundation, providing support across campus as well as valuable tax benefits.
The OSU Foundation purchases your property for less than fairmarket value. You receive the cash and a charitable deduction for the difference between the market value and purchase price.
The Oklahoma State University Foundation is designated the beneficiary of your will, living trust or other estate plan document.
Charitable Gift Annuity:
You transfer your cash or appreciated property to our organization in exchange for our promise to pay you fixed income (with rates based on your age) for the rest of your life. Some of your income may be tax free.
Charitable Lead Trust:
Cash or property is transferred to fund a lead trust that makes gifts to us for a number of years. Not only do you receive a charitable deduction for the gift, but your family may also receive the remainder of the trust at substantial tax savings.
Charitable Remainder Trust:
Cash or appreciated property is transferred to fund a charitable remainder trust. The trust sells your property tax free and provides you income for life or a term of years.
Many individuals want to leave their home or farm to the OSU Foundation at their death, but would like to receive a current charitable tax deduction. A life estate gift can accomplish both goals.
A gift of a life insurance policy can be a mutually beneficial gift. If your life insurance policy is no longer needed or will no longer benefit your survivors, consider making a gift and help further our land-grant mission.
A gift of your retirement assets, such as a gift from your IRA,401k, 403b, pension or other tax deferred plan, is a simple and tax wise way to make a gift.
A gift of cash is a simple and easy way to have an impact on campus. An immediate charitable tax deduction will result.
Transferring your mineral rights to the OSU Foundation will ensure your gift will have a long-lasting impact. With an in-house asset management team, your gift will be maximized to its fullest potential and used in a way most meaningful to you.
A gift of real property (such as your home, vacation property, vacant land, farmland or ranch or commercial property) can make a wonderful gift. If you own appreciated real property, you can avoid paying capital gains tax by making a gift to the OSU Foundation.
Stocks and Bonds:
A gift of securities, including stocks or bonds, is an easy way to make a gift. By making a gift of appreciated securities, capital gains tax can be avoided that would otherwise be due if you sold these assets.
Gift Planning team from left to right: Derrick Davies, Diana Lasswell, Sarah Brown, Nina Floyd and David Mays
As you consider opportunities to impact our students, faculty, programs and campus by including OSU in your charitable planning, please know the Office of Gift Planning is here to help in any manner possible. We look forward to being of service, and can provide information that can be of assistance to you and your professional advisors.
For more information, please call or email us directly.
J. David Mays
Senior Associate Vice President of Central Development
P 405.385.5148 | C 405.334.3669
Senior Coordinator of Central Development & Information Strategy
OSU Foundation Office of Gift Planning | 400 S. Monroe | Stillwater, OK 74074
800.622.4678 | firstname.lastname@example.org