You Have Questions, We Have Answers

What You Need to Know About Planned Giving

As more people start to plan for the future, many have questions about making an impact at U of O. We’ve put together a short list of frequently asked questions that you may find helpful as you craft your estate plan and consider giving back.

Q. I’m not able to make a gift at this time, but is there something I can do in the future?
A. Absolutely. There are a variety of different ways to include a gift to University of the Ozarks in your estate plan, many of which don’t require you to part with assets today. Contact Lori McBee to explore your giving options.

Q. How do I designate University of the Ozarks as a beneficiary of my retirement plan assets?
A. Simply contact your plan administrator for a change-of-beneficiary form. Name us as beneficiary, then sign, date and return the form to your provider. Even easier yet—log onto their website and update your designations online.

Q. Can someone at University of the Ozarks tell me more about my options and future benefits?
A. Absolutely. We are happy to walk you through the process and work with your planning team to help you find the best gift option.

Create Your Legacy at U of O

There are many ways you can make an impact at U of O through a future gift. Contact Lori McBee at lamcbee@ozarks.edu or 479-979-1354 to learn more.