Estate Planning

Contact

David Mays
David Mays
Senior Associate Vice President Of Central Development
P (405) 385-5148
C (405) 334-3669
dmays@osugiving.com
Contact
Diana Behm-Lasswell
Diana Behm-Lasswell
Associate Vice President of Gift Planning
P (405) 385-5614
C (918) 671-1997
dlasswell@osugiving.com
Contact
Sarah Brown
Sarah Brown
Gift Planning Dev. Coordinator
P (405) 385-5151
sbrown@osugiving.com
Contact

Opportunities for Impact:


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.


Bequest

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 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.


Gifts In Kind

The Foundation may accept gifts of goods in kind (tangible personal property), including works of art; jewelry; antiques; coin, stamp and other collections; automobiles; manuscripts; and books. Such gifts may be accepted only after a thorough review indicates the property is readily marketable or may be used by the university. An essential issue for donors to consider before contributing a gift of tangible personal property is whether they would like the university to use or display the property. Prospective donors should be advised that the Foundation reserves the right to sell or otherwise dispose of the personal property in question, if such action is financially advisable or necessary.


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.


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.


Retirement Plan

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.

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Assets to Consider:


Gift of Cash

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


Gifts of Stocks and Bonds

Gifts of appreciated stock or mutual fund shares that have appreciated can have an immediate impact on your preferred Oklahoma State University program while creating an income tax deduction for you. Securities that have been held for at least one year qualify for an income tax deduction equal to the current fair market value of the transferred assets.


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.


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.


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