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Estate Planning

Contact

David Mays
David Mays
Senior Associate Vice President of Philanthropy
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Derrick Davies
Derrick Davies
Sr. Director of Gift Planning/Team Lead
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Diana Lasswell
Diana Lasswell
Sr. Director of Trusts and Estates/Principal Gifts
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Charles Reubell
Charles Reubell
Sr. Director of Gift Planning
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Faith Sarver
Faith Sarver
Senior Development Coordinator of Philanthropy
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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.”


OSUF TAX ID #73-6097060


For more information, please call or email us directly.

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