Estate & Charitable Trust Gift Planning

One of the most significant ways to support USAO is through estate gift planning with guidance from your attorney, banker, or financial planner.

Gifts of appreciated securities or mutual funds can make a significant impact on the future of USAO and the university's students. And for you, the tax savings can be substantial. Planned Gifts to the university of real estate and life insurance, are also effective ways to make a lasting difference in USAO’s future. 

The process of making a planned estate gift, or bequest, to USAO is not complicated.

Contact Michael Nealeigh at 405-574-1324 to get resources about the variety of gift planning options such as:

Gifts by will or bequest

Gifts of securities

Gifts of real estate

Gifts through insurance policies

Mineral interests and royalties