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:

Master the Art of Philanthropy
When you donate to the organizations that are close to your heart, make sure your dollars will make a meaningful difference. By planning your contributions to Ozarks, you maximize tax savings and make a personalized impact on University of the Ozarks. More

Counting the Benefits of Giving Cash
Want to support Ozarks with a simple, straightforward gift of cash? Learn more about how this type of gift benefits us and you. More

Planning Today So You Can Give Later
If University of the Ozarks is close to your heart and it's important to you to support our mission, you may be interested in these creative ways to benefit us far into the future that don't affect your budget today. More

What Your IRA Can and Can't Do
For many of us, 401(k)s, IRAs and retirement plans will constitute the bulk of our net worth, aside from our homes. But if you are planning on leaving these funds to family or friends, perhaps you should think again. More