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Planned Giving - Bequests

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Invest in Central's Future

You can support the University of Central Oklahoma through a gift in your estate plan. Your generosity will help ensure a transformative educational experience for generations of students and will inspire others to follow your philanthropic example.

What Are the Benefits of Making a Bequest?

1. You leave a lasting legacy to be remembered

2. You lessen the burden of taxes on your family

3. You may receive estate tax savings

The 1890 Legacy Society

The easiest way to join the 1890 Legacy Society, and the most flexible and popular method of charitable gift planning, is to create a bequest through your will or name The University of Central Oklahoma Foundation as a beneficiary of a retirement plan.

A bequest is a gift that comes directly to Central upon your death. It’s flexible in that it can be revised any time your circumstances change. An outright bequest to Central is fully deductible for estate tax purposes.

The most common and useful bequest is an unrestricted bequest for the general purposes of Central. This permits the University to use your gift wherever it is most needed. But if there is a particular area you wish to support, contact Brenda Knott at 405-974-2770 to work with you to help ensure that your request is directed appropriately.

Bequests typically take one of the following forms:

  • a specified dollar amount.
  • specified assets, such as securities, real estate, or tangible personal property.
  • retirement account assets, consisting of any benefits remaining in your retirement plan.
  • a residuary bequest, in which the University of Central Oklahoma Foundation receives all or a percentage of the remainder of your estate after all other obligations are met.
  • a contingent bequest, in which the University of Central Oklahoma Foundation becomes the beneficiary only if the named beneficiary is unable to accept the bequest.

 Click here to view a sample bequest form.

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