Sample Language for Your Will or Trust
Bequest with a specific designation.
[Number]%/[$Amount] shall be distributed to The University of Oklahoma Foundation Inc, a nonprofit organization, EIN 73-6091755, with an address at 100 W Timberdell Road, Norman, OK 73019, or its lawful successor, to be used in support of [Program/Purpose]; provided, however, that if the preceding instruction should become impossible or impractical to fulfill as determined by the Board of Directors (or equivalent governing body) of the beneficiary, the beneficiary may use this gift as determined by its Board of Directors (or equivalent governing body).
Bequest without a specific designation.
[Number]%/[$Amount] shall be distributed to The University of Oklahoma Foundation Inc, a nonprofit organization, EIN 73-6091755, with an address at 100 W Timberdell Road, Norman, OK 73019, or its lawful successor, to be used as determined by the Board of Directors (or equivalent governing body).
*If you are interested in supporting a specific project or program, it is best to discuss your plans with our planned giving professionals before completing your bequest language to confirm your wishes can be met by the OU Foundation.
Please note: The policies of the OU Foundation do not allow the OU Foundation or its representatives to serve as personal representative, executor, trustee or witness for a will or trust.
Useful Legal Information
Legal name: University of Oklahoma Foundation, Inc.
Address: 100 W Timberdell Road, Norman, OK 73019
Federal Tax ID number: 73-6091755
Your Giving Toolkit
Gifts from Donor-Advised Funds
Sample Language for Your Will or Trust
Sample Beneficiary Designation
Sample Codicil
For Trustees and Advisors
I'm here to help
Jill Hughes, CFRE
Assistant Vice President for Principal and Planned Giving
University of Oklahoma Foundation
jillq@ou.edu
405-321-1174