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Do you own mineral rights? If you donate oil and gas royalties to the OSU Foundation, we can manage those assets in-house and help you achieve your charitable goals. Whether the gift is an entire or undivided fractional interest, it can significantly impact many areas.

Isn’t turning something in your backyard into a gift that helps students an exciting thought? LEARN MORE

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Contact
J. David Mays

Senior Associate Vice President of Central Development

P 405.385.5148
C 405.334.3669
dmays@OSUgiving.com
Diana Lasswell

Associate Vice President of Gift Planning

P 405.385.5614
C 918.671.1997
dlasswell@OSUgiving.com
Derrick Davies

Senior Director of Gift Planning

P 405.385.5661
C 405.332.1683
ddavies@OSUgiving.com
Nina Floyd

Senior Coordinator of Central Development & Information Strategy

P 405.385.5107
nfloyd@OSUgiving.com
Sarah Brown

Gift Planning Coordinator

P 405-385-5151
sbrown@OSUgiving.com
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.

Opportunities for Impact:

Bargain Sale

Bargain Sale: 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. LEARN MORE

Bequest

Bequest: The Oklahoma State University Foundation is designated the beneficiary of your will, living trust or other estate plan document. LEARN MORE

Charitable Gift Annuity

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. LEARN MORE

Charitable Lead Trust

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.
LEARN MORE

Charitable Remainder Trust

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. LEARN MORE

Life Estate

Life Estate: 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. LEARN MORE

Life Insurance

Life Insurance: 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. LEARN MORE

Retirement Plans

Retirement Plans: 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. LEARN MORE


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Assets to Consider:

Cash: A gift of cash is a simple and easy way to have an impact on campus. An immediate charitable tax deduction will result. LEARN MORE

Mineral Rights: 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. LEARN MORE

Real Estate: 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. LEARN MORE

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. LEARN MORE

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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. Mays
J. David Mays

Senior Associate Vice President of Central Development

P 405.385.5148 | C 405.334.3669
dmays@OSUgiving.com


Diana Lasswell
Diana Lasswell

Associate Vice President of Gift Planning

P 405.385.5614 | C 918.671.1997
dlasswell@OSUgiving.com


Derrick Davies
Derrick Davies

Senior Director of Gift Planning

P 405.385.5661 | C 405.332.1683
ddavies@OSUgiving.com


Nina Floyd
Nina Floyd

Senior Coordinator of Central Development & Information Strategy

P 405.385.5107
nfloyd@OSUgiving.com


Sarah Brown
Sarah Brown

Gift Planning Coordinator

P 405-385-5151
sbrown@OSUgiving.com


OSU Foundation Office of Gift Planning | 400 S. Monroe | Stillwater, OK 74074
800.622.4678 | giftplanning@osugiving.com