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 Welcome to the University of Oklahoma
Gift & Estate Planning
Thank you for your interest in the University of Oklahoma. Our hope is to serve you and your family with helpful information. We have an increasing number of friends who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift and estate planning.
Gift & Estate Planning Team: (Front Row) Gary Beadles - Vice President and Karen Vinyard Waddell - Associate Vice President. (Back Row) Laura Seay Delk - Coordinator, Judi Freyer - Director, and Rex Urice - Director.
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Please click here to contact us.
The University of Oklahoma
Office of Gift & Estate Planning
1000 Stanton L Young Blvd., Suite 162
Oklahoma City, OK 73117
Telephone: 405-271-2642
Fax: 405-271-2351
Office hours: Mon.-Fri., 8:00am - 5:00pm
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Benefits for Family and the University of Oklahoma
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
 | JANE PATTEN
When longtime OU supporter Jane M. Patten died in November 2008, she left a parting gift to the University she had loved and supported so generously throughout her life. More on JANE PATTEN >>. |
 | KATHERINE RADER
OU alumna and beloved teacher Katherine Rader instilled an appreciation for English and literature in countless students during her long career in Oklahoma higher education and continues to touch generations of students through a $1.23 million estate gift to OU. More on KATHERINE RADER >>. |
 | RUTH LOWRY LEE
University of Oklahoma College of Pharmacy students will benefit from a gift from the estate of Ruth Lowry Lee that will fund pharmacy scholarships in honor and memory of her husband, the late John William Lee, a 1930 OU pharmacy graduate. More on RUTH LOWRY LEE >>. |
| Personal Planner | Ten Reasons to Update Your Estate Plan
 You have completed a will and perhaps a revocable living trust. Your Durable Power of Attorney for healthcare and a living will are accompanied by a HIPAA release. All of your records are safely in place and carefully organized. More ... |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact karen-waddell@ouhsc.edu.
If you are a professional advisor, you may take the following steps on this site.
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