Skip to main content
Text Resize
Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video
Mobile video button

Charitable Bequest

A charitable bequest is one of the easiest and most flexible ways that you can leave a gift to University of Oklahoma Foundation that will make a lasting impact.

Flowchart: Donor leaves property through will or trust to family and OU.

Benefits of a bequest

  • Receive an estate tax charitable deduction
  • Potentially reduce the burden of taxes on your family
  • Leave a lasting legacy to charity

How a bequest works

A bequest is one of the easiest gifts to make. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to family, friends or University of Oklahoma Foundation as part of your estate plan.

A bequest may be made in several ways

  • Percentage bequest - make a gift of a percentage of your estate
  • Specific bequest - make a gift of a specific dollar amount or a specific asset
  • Residual bequest - make a gift from the balance or residue of your estate
Sample bequest language

Contact us

If you have any questions about leaving a bequest to us, please contact us. We would be happy to assist you. If you have been so generous as to include a bequest to University of Oklahoma Foundation as part of your estate plan, please take the time to let us know. We would like to recognize you and your family for your generosity.

scriptsknown