Sample Beneficiary Designation
To designate the University of Oklahoma Foundation as a beneficiary of a qualified retirement plan or other financial account, please use the following information:
Useful Legal Information
Legal name: University of Oklahoma Foundation, Inc.
Address: 100 W Timberdell Road, Norman, OK 73019
Federal Tax ID number: 73-6091755
For More Information
Before deciding about your estate plan, consult an estate planning attorney. To learn more about how your gift will be put to use, contact Jill Hughes, Assistant Vice President for Principal and Planned Giving, at 405-321-1174 or jillq@ou.edu.
Your Giving Toolkit
Gifts from Donor-Advised Funds
Sample Language for Your Will or Trust
Sample Beneficiary Designation
Sample Codicil
For Trustees and Advisors
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Jill Hughes, CFRE
Assistant Vice President for Principal and Planned Giving
University of Oklahoma Foundation
jillq@ou.edu
405-321-1174