University of the Ozarks – Planned Giving

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Ozark Benefits

What Is Planned Giving?
Planned giving is finding ways to make charitable gifts now or after your lifetime while enjoying financial benefits for yourself.

Planned gifts are sometimes referred to as "stop-and-think" gifts because they require some planning and, often, help from your professional advisors. Unlike cash donations, they are typically made from assets in your estate rather than disposable income, and come to fruition upon your death. More

Contact Lori McBee at 479-979-1354 or lamcbee@ozarks.edu to learn how you can support our mission while ensuring your family's financial security.

Check Out Our Monthly Feature Articles:

Why Is Now the Time to Give?
Donating before Dec. 31 can ensure that you will receive your entitled tax benefits this year. But when is a gift considered complete? More

Leave More for Your Loved Ones
If you are passionate about supporting University of the Ozarks after your lifetime, there are many options that will make a big difference to those we serve. But our supporters often worry that the more they give to charitable causes, the less their children will receive. We have good news: With a tax-smart gift of retirement plan assets, you can make a significant impact and leave more for your heirs. More

End Your Year on a Generous Note
For most of us, 2014 was a year of financial ups and downs. So you may feel a bit unsure about the possibility of making a year-end gift to Ozarks. Fear not—we've assembled a group of gifts that can work for anyone. Whatever your charitable goals or priorities, you have options to support Ozarks today and into the future. More

3 Cases: Planning Rewards and Planning Wrecks
You've probably heard it said many times that it is vitally important to have your estate plans in order, but perhaps you are still not convinced. Here are three stories that highlight the benefits an estate plan can offer as well as the pitfalls that can result from poor plans. More