University of the Ozarks – Planned Giving

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The Legacy Society

The Legacy Society honors all planned giving donors for their support of our mission. We would be gratified and honored to include you in our Legacy Society if you have:
  • Provided for University of the Ozarks in your will or trust.
  • Designated us as the beneficiary of a qualified retirement plan, savings bond, bank account, or life insurance policy.
  • Created a planned gift that returns fixed or flexible income to you or others.

We welcome the opportunity to have a confidential conversation with you at no obligation. If you should be a member of our Legacy Society, or would like information, please reply to: lamcbee@ozarks.edu

Lori McBee
University of the Ozarks
479-979-1354




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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.