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Planned Giving/Echo Society

Planned Giving/Echo Society

What are the benefits of making a bequest?

  • You leave a lasting legacy to be remembered
  • You lessen the burden of taxes on your family
  • You may receive estate tax savings

How do I make a bequest?

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

What are my options?

A bequest can be made in several ways:

  • You can gift a specific dollar amount or asset.
  • You can gift a percentage of your estate.
  • You can gift from the balance or residue of your estate.
  • You can make a beneficiary designation of certain assets.\

 

Planned Giving Document