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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 - 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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Have you already remembered University of Oklahoma in your estate plans? If so, please click here to let us know.
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.
 | 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 >>. |
 | RUBY GRANT
Those who study, play, teach and love music are the beneficiaries of a bequest from Ruby Grant, whose 20-year relationship with and support for the School of Music culminated in 1998 with her final bequest to the School. More on RUBY GRANT >>. |
 | IDA & HENRY D. MOSIER
OU was the principal beneficiary of the estate of Ida and Henry D. Mosier, whose names live on in the hearts and minds of many OU students and supporters through scholarships and through the Mosier Pharmacy Building at the OU Health Sciences Center and the Mosier Indoor Athletic Facility on the Norman campus. More on IDA & HENRY D. MOSIER >>. |
 | RUTH IRELAN KNEE
University of Oklahoma alumna Ruth Irelan Knee was a distinguished pioneer in the field of psychiatric social work, and a $1 million gift from her estate creates an endowment to assist generations of OU social work students who are following in her footsteps. More on RUTH IRELAN KNEE >>. |
| Personal Planner | Trusts To Protect Children
 Trusts are an excellent way to provide for the support and care of children while protecting them. Two important reasons to create a trust are to care for minor children or for a special needs child. 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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