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Provide for Your Loved Ones and OU

Charitable Lead Trusts

Discover which type of charitable trust best fits your estate plan with the FREE guide Trusts: Choose From 2 Win-Win Ways to Donate.

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Do you want to benefit from the tax savings that result from supporting OU, yet you don't want to give up any assets that you'd like your family to receive someday? You can have it both ways with a charitable lead trust.

There are two ways charitable lead trusts make payments:

A charitable lead annuity trust pays a fixed amount each year to OU and is more attractive when interest rates are low.

A charitable lead unitrust pays a variable amount each year based on the value of the assets in the trust. With a unitrust, if the trust's assets go up in value, for example, the payments to OU go up as well.

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Learn How to Fund It

You can use the following assets to fund a charitable lead trust:

Calculate Your Benefits

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Submit a few details and see how a charitable lead trust can benefit you.

  1. Contact Office of Planned Giving at (405) 325-3701 or plannedgiving@ou.edu to talk about supporting OU by setting up a charitable lead trust.
  2. Seek the advice of your financial or legal advisor.
  3. If you include OU in your plans, please use our legal name and Federal Tax ID.

Legal Name: University of Oklahoma Foundation Inc.
Address: Norman, OK
Federal Tax ID Number: 73-6091755

Discover which type of charitable trust best fits your estate plan with the FREE guide Trusts: Choose From 2 Win-Win Ways to Donate.

View My Free Brochure