Bequests, Trusts, Planned Gifts
Through a planned or deferred gift, donors can reach across the generations to touchThis statue of George Lynn Cross looks out over Parrington Oval. the future of OU and its students. A donor may make his or her gift unrestricted so that it can be used in an area where it is needed most, or may designate the gift to benefit a favorite college, department, or academic or athletic program.
Planned gifts are as unique as each individual who makes one and may be tailored in a way that best serves the donor's needs, objectives, and wishes, as well as those of OU.
These important gifts can offer significant tax- and estate-planning benefits for donors, such as the IRA legislation passed by Congress. The planned giving staff members work with donors and their representatives on a variety of planned options to support OU. These options include bequests, charitable remainder trusts, real estate, and life insurance.
OU has established a special organization, the George Lynn Cross Heritage Society, to honor donors who have made planned gifts to the University. The Heritage Society is named for Dr. Cross, OU’s beloved seventh president, whose many contributions to OU included the establishment of the University of Oklahoma Foundation to serve as the guardian of private gifts.
Colonel Morehead – one donor's story ...