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Gifts of Retirement Assets

Designating our organization as beneficiary of part or all of your unused retirement assets, such as your IRA, 401(k), 403(b), pension or other tax-deferred plan, is an excellent way to make a gift to University of Oklahoma Foundation.

If you are like most people, you probably will not use all of your retirement assets during your lifetime. You can make a gift of your unused retirement assets to help further our mission.

Flowchart: Donor makes a gift of retirement assets to OU.

Benefits of gifts of retirement assets

  • Avoid potential estate tax on retirement assets
  • Our organization would not owe income tax on any retirement assets funded on a pre-tax basis

How to make a gift of retirement assets

To leave your retirement assets to University of Oklahoma Foundation, you will need to complete a beneficiary designation form provided by your retirement plan custodian. If you designate University of Oklahoma Foundation as beneficiary, we will benefit from the full value of your gift because your IRA assets will not be taxed at your death. Your estate may benefit from an estate tax charitable deduction for the gift.

Contact us

If you have any questions about gifts of retirement assets, please contact us. We would be happy to assist you and answer any questions that you have.

Please let us know if you have already included University of Oklahoma Foundation as a beneficiary of your retirement assets. We would like to thank you and recognize you for your gift.