G i v e a n d Yo u S h a l l R e c e i v e Many people want to give more to Oklahoma State but their financial needs prevent them from donating income-producing assets. With our gift annuity program, they can make a significant gift and still retain lifetime payments. In some cases, they can even increase their annual cash flow.
How charitable gift annuities work:
Stock or Cash Gift A gift of cash or a marketable security such as shares of stock can establish a charitable gift annuity, and there are tax advantages for both.
Steady Income In return, the OSU Foundation guarantees the donor fixed income for life. The payment amount is based on the donor’s age and the value of the gift.
Tax Benefits to You An income tax deduction for itemizers, partial bypass of capital gains tax, and possible reduction of estate taxes can make a gift annuity a prudent option for many of our older friends. In fact, some of our donors create additional annuities as payment rates increase with age.
Remainder to OSU Perhaps the greatest benefit of a gift annuity is the personal fulfillment you receive by helping Oklahoma State University. Your gift annuity can be designated to support our students, faculty or programs in areas of particular interest to you, or can be directed to meet the greatest priority needs of the university.
Please check with our office for specific rates and state availability.
Consider such an option for your own plans. To learn more about charitable gift annuities or obtain a personalized illustration, please contact our OSU Foundation Office of Gift Planning at 800-622-4678.