Legacy gifts not only provide the foundation for our work but can also help you, your estate, and your heirs. We can help you find the best way to make your gift and perhaps help you to make a larger gift than you thought possible.
Bequests
A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets, and benefit OSU Foundation.
Beneficiary Designations
While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.
Benefits of Giving
A gift plan can provide you substantial tax benefits, especially when you give stock or real estate. Depending on your situation, you may save income taxes, capital gains taxes, probate expenses, and estate taxes.