| OUR
BEST FACULTY BECOME TARGETS FOR RECRUITMENT BY OTHERS
SCHOOLS DURING TOUGH ECONOMIC TIMES WITHOUT PAY INCREASES.
FUNDS TO PROVIDE TECHNOLOGY UPGRADES. RECOGNITION FOR
OUTSTANDING TEACHING, RESEARCH AND SERVICE AND PARTICIPATION
IN PROFESSIONAL ACTIVITIES CAN HELP MAKE A DIFFERENCE. |
There are many ways you can make
a gift:
Cash - The
most common gift is cash. Your gift might be provided
in one lump sum or pledged over a period of time. Securities - Gifts of appreciated securities
often offer tax benefits to the donor beyond the traditional
tax deduction. You may avoid capital gains taxes with
your gift of appreciated securities.
Real Estate - Often receiving similar
tax benefits as securities, gifts of homes, farms or other
real property can greatly benefit your academic program or
the College. The OU Foundation will work with the donor
to ensure there are no restrictions placed on selling the
property or other claims against the property.
Life Insurance - Life insurance policies that name the OU
Foundation as the sole owner and beneficiary are excellent ways of supporting
the College.
Gifts-in-Kind - Appropriate tangible property is another way
of supporting a specific endeavor at the College.
Corporate
Matching Gifts - Your gift may go even further
if your company matches your gift. Check with your
Human Resources department to see if your company participates
and
for the proper documentation.
Memorial Gifts - Regardless of what is used to fund a
gift, honoring a family member, friend or professor with
a gift to the College in that person’s name is a wonderful
tribute.
Planned Gifts - In addition to outright gifts, planned gifts
from your estate are excellent ways to make larger gifts,
while enjoying significant benefits to you and your heirs. Many
of these gifts can create income during your lifetime, while
benefiting the College after your passing. As with
outright gifts, a variety of items can be used to fund estate
gifts,
including cash, securities, real estate and insurance.
The most common tool to make an estate gift is a Will, in
which a specific dollar amount, a percentage of the estate
or a specific
item is designated to the program
you wish to support. A trust is an excellent way to manage charitable giving
from your estate, and Charitable Remainder Trusts offer income to you during
your lifetime. Retained Life Estates allow you to maintain possession of
your home or farm during your or your spouse’s lifetime, then ownership
is passed to the OU Foundation upon your death.
As you work with your financial advisor and attorney to establish a Will or Trust,
please communicate with the College Development Office for specific language
that will assure that your wishes will be followed.
What
are the needs? | How can
I help? 
| A PLANNED
GIFT FROM YOUR ESTATE WILL NOT ONLY MAKE A DIFFERENCE
FOR OUR STUDENTS AND FACULTY, BUT IT MAY OFFICE LIFETIME
TAX RELIEF FOR YOU AND YOUR HEIRS. |
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