Planned Giving
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Welcome to your resource for charitable gift planning!
It's no secret that the programs of Southwestern Oklahoma State University Foundation depend upon your goodwill. We've created this easy-to-understand Web site to help you dream a little, about our future and yours. There are many easy giving options from which you can choose—strategies that enhance your personal well being, as well as SWOSU.
If you're not sure where to begin, try our Build Your Gift planner. By answering a few basic questions, this interactive tool steps you through the process of narrowing down your choices. It's fun and easy to use!
If you already have gift options in mind, click on Compare Gifts to see how your choices match up or click on eBrochures to request specific information on a planning option. If you get lost, rest assured that we're always here to help. Simply contact Jim Waites at 580-774-3267 or jim.waites@swosu.edu with any questions. Happy dreaming!
Check Out Our Monthly Feature Articles:
Will New Tax Laws Affect My Estate Plan?
It's an extraordinarily uncertain time—tax wise, that is. This is the first year in decades that American tax law repealed the federal estate tax. As of Jan. 1, 2010, federal estate taxes are repealed for any deaths that occur during this calendar year, regardless of the size of that person's estate (state estate/inheritance taxes will still apply). More
Your Estate Plan Check-In
Do you have an estate plan? Does it reflect your current situation and wishes? Our checklist will help you make sure your plans are on track. More
5 Moves to Make After Age 50
If you are 50 or older, there are key steps you should take to prepare for your future. More
What You Need to Know to Protect Your Children's Inheritance
One of the most important steps you can take toward providing security for your children and peace of mind for yourself is to update your will. More
Savings Bond Magic: How to Make the Taxes Disappear
Your savings bonds, when left to heirs at your death, are subject to income tax on the accumulated interest. When left to us, however, we will receive the full value of the bonds. More
