Ways to make a gift
Gifts made to support student-athletes at the University of Oklahoma can be made in a variety of ways.
See below for ways that you can invest in the future of OU Athletics.
See below for ways that you can invest in the future of OU Athletics.
Make Your Gift Online
Gifts to the Sooner Club can be made 24/7 by completing your payment online. View your account, create payment schedules and more by logging on today. |
Mail Your Gift to the Sooner Club
Gifts that are sent via mail should be sent to: The Sooner Club 1185 Asp Avenue, Room 150, Norman, OK 73019 Make checks payable to the OU Foundation |
pledged & one time gifts
Philanthropic gifts to support OU Athletics can be made on an annual basis or through a pledged gift. Philanthropic gifts made to capital projects are able to be pledged over a 2-5 year period, allowing for flexibility to the donor and providing additional points up front. For more information on making a pledge to a capital project, please contact your Sooner Club Representative or our office today.
Other ways to make a gift
Stock Transfer
Philanthropic gifts to the Sooner Club and OU Athletics can be made in the form of a stock transfer. Please contact your Sooner Club Representative or our office to ensure that your gift is allocated appropriately. In addition, please provide the following information when setting up your transfer.
Fidelity Investments
Account Number: X67-566080
DTC Number: 0226
Account Name: University of Oklahoma Foundation, Inc.
OU Foundation EIN/TIN:73-6091755
Charles Schwab & Co., Inc.
Account Number: 8769-8533
DTC Number: 0164
Account Name: University of Oklahoma Foundation, Inc.
OU Foundation EIN/TIN: 73-6091755
Fidelity Investments
Account Number: X67-566080
DTC Number: 0226
Account Name: University of Oklahoma Foundation, Inc.
OU Foundation EIN/TIN:73-6091755
Charles Schwab & Co., Inc.
Account Number: 8769-8533
DTC Number: 0164
Account Name: University of Oklahoma Foundation, Inc.
OU Foundation EIN/TIN: 73-6091755
Transfer securities
For gifts of securities, send by registered mail the unsigned stock certificates along with information about the gift designation to:
The University of Oklahoma Foundation, Inc.
100 Timberdell Rd
Norman, OK 73019
Mail the stock/bond power form (available from your broker) separately. Ensure that all owners of the stock sign this form.
The University of Oklahoma Foundation, Inc.
100 Timberdell Rd
Norman, OK 73019
Mail the stock/bond power form (available from your broker) separately. Ensure that all owners of the stock sign this form.
Required Minimum distributions
HR 2029, the Consolidation Appropriations Act of 2016, allows taxpayers age 70 1/2 or older to make a qualified charitable distribution (QCD) of up to $100,000 from an Individual Retirement Account (IRA) directly to the OU Foundation without incurring income tax on the withdrawal.
The tax exclusion applies to traditional IRAs and Roth IRAs only. Other forms of retirement plans such as 401(k), 403(b), defined benefit and contribution plans, profit-sharing plans, Keoghs and employer-sponsored SEPs, and SIMPLE plans are not eligible.
Please contact your Sooner Club Representative or our office to ensure that your gift is allocated appropriately.
The tax exclusion applies to traditional IRAs and Roth IRAs only. Other forms of retirement plans such as 401(k), 403(b), defined benefit and contribution plans, profit-sharing plans, Keoghs and employer-sponsored SEPs, and SIMPLE plans are not eligible.
Please contact your Sooner Club Representative or our office to ensure that your gift is allocated appropriately.
ESTATE GIFTS
A planned gift is the ultimate way to leave a legacy with OU Athletics and make an impact on our student-athletes for generations to come.
Donors can plan a gift to OU Athletics when creating a will, drawing estate plans or declaring beneficiaries on insurance policies. IRAs or Pensions can be transferred to OU Athletics, eliminating a double or triple taxation a heir could be subject to. A charity, such as OU Athletics, will receive 100% of the funds at no tax cost. Donors will also enjoy tax deductions when naming OU Athletics as a beneficiary of an insurance policy.
Notifying OU Athletics of these plans now can ensure that the donor’s intended use of the gift is properly stewarded.
Donors can plan a gift to OU Athletics when creating a will, drawing estate plans or declaring beneficiaries on insurance policies. IRAs or Pensions can be transferred to OU Athletics, eliminating a double or triple taxation a heir could be subject to. A charity, such as OU Athletics, will receive 100% of the funds at no tax cost. Donors will also enjoy tax deductions when naming OU Athletics as a beneficiary of an insurance policy.
Notifying OU Athletics of these plans now can ensure that the donor’s intended use of the gift is properly stewarded.
