Dale E. Ross
Vice President--Planned Gift Programs
Dale joined the Foundation in 1977, and assumed leadership of
the planned gift office in 1980.
He consults personally with donors to explore the various gift
options available and works closely with their attorneys, accountants,
and other professional advisors as each gift arrangement is completed.
With more than 15 years of gift planning experience, Dale has
helped donors and their advisors develop and implement a variety
of sophisticated gift plans, including several valued at $1 million
or more.
A 1971 alumnus of OSU, Dale speaks frequently on charitable estate
planning topics at workshops around Oklahoma.
Louise A. Schroeder
Assistant Director--Planned Gift Programs
Louise joined the Foundation in 1994, with a background in the
financial services industry. She has a long association with
OSU, having received two degrees here (MS >75
and MBA >93) and
having been on the OSU faculty in the Design, Housing and Merchandising
Department for 10 years.
She brings this special perspective to her work with donors and
their professional advisors in planning and implementing gifts
through will and living trust bequests, life-income gifts, and
gifts of life insurance. Louise is also involved with the planning
and implementation of the Heritage and Advisor newsletters,
other publications and planned gift seminars.
Louise served as the founding president and is currently a member of the board of directors of the Oklahoma Planned Giving Council.