Planned Giving

Your life’s labor has made a difference in the lives of others. The fruits of your labor can continue to make a difference by making an investment in the good work of the Oklahoma Bar Foundation. Whether it be a scholarship to one who will follow in your professional footsteps, a helping hand to provide legal service programs for others less fortunate or for those who by reason of age and infirmity are unable to render good judgment, volunteer leadership to help abused and deprived children, or law-related educational programs for school children, the worthwhile endeavors are many. Your gift to the OBF will stand as a lasting monument or maybe simply as an anonymous tribute from you to the legal profession.

Add the following sample language to your will or living trust:

I hereby give, devise and bequeath the sum or $________ (or, _____shares of my _____ stock) (or, _____% of my estate) to the Oklahoma Bar Foundation, Inc., a 501(c)(3) tax exempt organization (TIN 73-0710244) c/o the Oklahoma Bar Foundation, 1901 North Lincoln Boulevard, Oklahoma City, Oklahoma 73105 for the general charitable purposes of the foundation.

Other planned gifting possibilities include but are not limited to:

• Name the OBF as a beneficiary of some or all of your IRAs or qualified retirement plans;

• Add the OBF as a beneficiary to a life insurance policy;

• Add the OBF as the beneficiary to part or all of the residual balance of your property, both real and personal.

There never seems to be enough time for lawyers to complete their own estate planning and often the task is pushed aside for another time. Naming the OBF as a beneficiary today can be a tax-effective way for you to benefit the legal service programs and provide for charitable good works for years to come.

Lawyers Transforming Lives through the advancement of education, citizenship and justice for all –– the Oklahoma Legend continues.

Learn more about how you can add the OBF into your estate plan.