Making a well-planned gift should be every donor's goal. Through such a gift, dollars which otherwise would be lost to taxes instead are directed to programs at Oklahoma State University that truly make a difference in the lives of people.

These gifts can meet countless needs for which limited state resources are simply inadequate--expanded scholarship opportunities for worthy students, chairs of learning to attract and retain outstanding teachers and researchers, new physical facilities to meet the requirements of development technology, and enhancement of the Edmon Low Library, to name only a few.

Careful planning and the informed use of the appropriate gift strategy will enable every donor to make the best possible gift. One of the plans below may be right for you. Before taking any action, we encourage you to talk things over with your attorney, accountant, or other advisor, as well as visiting with the gift planning professionals at the OSU Foundation.

		Sue plans to leave $100,000 to her daughter and $100,000 to charity upon her death. If the bequest is not structured properly, her daughter may end up with only $60,000.
		If Betty Brown sells her lakeside cabin, she will pay significant capital gains tax. But, there is a way to sell the property, avoid the tax, and receive lifetime income.
		John and Mary Smith want more income from their highly-appreciated stock. They also want to make a gift to OSU without decreasing their children's inheritance.
		Bill and Edna Wilson don't like the low CD rates they are receiving. When their next certificate matures, they can increase their income--and establish a scholarship for OSU.
		Dr. Jack Bower is making the maximum allowable contribution to his retirement plan. But he can set aside more tax-deferred funds for retirement--and make a gift to OSU.
		Grandmother would like to help her granddaughter pay for college and receive a charitable contribution deduction at the same time. Find out how.
		Mr. Jones can convert his low-yield investment into more income by "jumping into" this pool.
		James Jackson's will leaves $1 million to his grandchildren with no estate tax due!
		It is possible to keep them down on the farm--even after Sam and Sarah Smith give the farm to OSU.
		Frank Wilson finds out how to sell his office building and make a gift at the same time.
		George Green uses an unneeded insurance policy to make a major gift at minimal cost.
		A $50,000 President's Distinguished Scholarship costs Bill and Clara Wilson only $23,300!
		Marie Jennings lets the IRS help fund the endowed professorship that she established through her will.

OSU Foundation Office of Planned Giving

The gift planning professionals in the OSU Foundation are available to meet with you and your professional advisors to discuss the planned gift options available to you and to help identify the appropriate gift strategy for your particular circumstances. Contact Dale E. Ross, vice president for planned gift programs, or Louise Schroeder, assistant director--planned gift programs, at Student Union H100, Stillwater OK 74078, (800) 622-4678, or (405) 744-6636 (fax).

The OSU Heritage Society

Donors who assist the University through gifts made by will, trust, life insurance, or life income arrangements qualify for membership in the OSU Heritage Society and receive this distinctive commemorative plate. To find out more about the Heritage Society, click here.