Bequest Language
Planning for the future and creating the legacy you wish to leave is one of the most effective ways to ensure a lasting impact. Making a gift in your will or living trust, known as a bequest, can guarantee that your legacy endures. Your gift may be a specific dollar amount, a percentage of your estate or the remainder after all other provisions are specified.
Our federal tax ID number is: 73-6097060
Below is suggested language to use when drafting your bequest.
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Free ResourceSample Language
Specific Bequest
“I give, devise, and bequeath (insert percent of estate or dollar amount) to the Oklahoma State University Foundation, a not-for-profit corporation organized and existing under the laws of the State of Oklahoma and having an office at Stillwater, Oklahoma, or its successor organization. Said Foundation is the legal entity designated by Oklahoma State University to receive, on its behalf, charitable gifts for the support of its academic mission.”
Residuary Bequest
“I give all (or insert percentage) of the remainder of my estate to the Oklahoma State University Foundation, a not-for-profit corporation organized and existing under the laws of the State of Oklahoma and having an office at Stillwater, Oklahoma, or its successor organization. Said Foundation is the legal entity designated by Oklahoma State University to receive, on its behalf, charitable gifts for the support of its academic mission.”
Contingent Bequest
“In the event (insert the primary beneficiary/beneficiaries) does/do not survive me, I give said amount to the Oklahoma State University Foundation, a not-for-profit corporation organized and existing under the laws of the State of Oklahoma and having an office at Stillwater, Oklahoma, or its successor organization. Said Foundation is the legal entity designated by Oklahoma State University to receive, on its behalf, charitable gifts for the support of its academic mission.”
Designations
To any of the suggested bequests, the following can be added to ensure the gift is directed specifically according to the wishes of the donor.
Unrestricted Gift: “This bequest is unrestricted and may be used for the highest priority need(s).”
Restricted: “This bequest is to be used for the purposes(s) set forth in a separate written agreement(s) between me and the Oklahoma State University Foundation, as may be amended from time to time.”
OSUF Tax ID: 73-6097060
If you have named Oklahoma State University in your will or trust, please let us know so we can ensure that your gift is used according to your wishes. Notifying us of your plans will enable us to plan for the use of your future gift. However, if you prefer to remain anonymous, we will keep your name and gift in strict confidence.
Please contact the Office of Estate & Gift Planning at 800-622-4678 or giftplanning@osugiving.com for more information.