Gift in Your Will or Living Trust
Deepen Your Connections
You want to leave money to University of the Ozarks in your will. You also want the flexibility to change your will in the event that life circumstances change. You can do both.
In as little as one sentence, you can complete your gift. This type of donation to U of O in your will or living trust helps ensure that we continue our mission for years to come.
An Example of How It Works
Meet Tom and Martha. When they got married and created a will, they included a $75,000 gift to U of O. As the family grew to include three children, Tom and Martha decided to revise their gift to ensure their children's future financial security.
They met with their attorney and revised the gift language so that U of O received a percentage of their estate, instead of a specific amount. Tom and Martha now rest easy knowing their plans will provide for the people and charitable work they love.
Not Sure How to Begin Planning?Download My FREE Personal Estate Planning Kit
- Contact Lori McBee at 479-979-1354 or email@example.com for additional information on bequests or to chat more about the different options for including U of O in your will or estate plan.
- Seek the advice of your financial or legal advisor.
- If you include U of O in your plans, please use our legal name and federal tax ID.
Legal Name: University of the Ozarks
Address: 415 N College Avenue, Clarksville, AR 72830
Federal Tax ID Number: Please contact us for our federal tax ID number.
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