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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

Bequests are one of the easiest and most significant ways you can enrich the lives of students at Oklahoma State University. Your will can be a final message reflecting your personal life values, a way of leaving a lasting legacy by which others may remember you. Bequests can be made by preparing a new will or adding a codicil to your present will with the advice of your attorney and other advisors.


SAMPLE BEQUEST LANGUAGE

Suggested Charitable Bequest Wording

Specific Bequest


“I give, devise, and bequeath (insert percent of estate or dollar amount) to the Oklahoma State University Foundation, a not-for-profit corporation organized and existing under the laws of the State of Oklahoma and having an office at Stillwater, Oklahoma, or its successor organization. Said Foundation is the legal entity designated by Oklahoma State University to receive, on its behalf, charitable gifts for the support of its academic mission.”


Residuary Bequest

“I give all (or insert percentage) of the remainder of my estate to the Oklahoma State University Foundation, a not-for-profit corporation organized and existing under the laws of the State of Oklahoma and having an office at Stillwater, Oklahoma, or its successor organization. Said Foundation is the legal entity designated by Oklahoma State University to receive, on its behalf, charitable gifts for the support of its academic mission.”


Contingent Bequest

“In the event (insert the primary beneficiary/beneficiaries) does/do not survive me, I give said amount to the Oklahoma State University Foundation, a not-for-profit corporation organized and existing under the laws of the State of Oklahoma and having an office at Stillwater, Oklahoma, or its successor organization. Said Foundation is the legal entity designated by Oklahoma State University to receive, on its behalf, charitable gifts for the support of its academic mission.”


DESIGNATIONS

To any of the suggested bequests, the following can be added to ensure the gift is directed specifically according to the wishes of the donor.


Unrestricted Gift: “This bequest is unrestricted and may be used for the highest priority need(s).”


Restricted: “This bequest is to be used for the purposes(s) set forth in a separate written agreement(s) between me and the Oklahoma State University Foundation, as may be amended from time to time.”


For more information contact the OSU Foundation Office of Gift Planning at 1.800.622.4678 or giftplanning@osugiving.com.

WE LOOK FORWARD TO SERVING YOU.

OSUF TAX ID #73-6097060

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