Planned Giving

Your Legacy...Their Future

In order to recognize those who have made planned giving commitments to Cameron University, the university established the 1908 Heritage Society.

Named in honor of Cameron University’s historic establishment in 1908, the society reflects the wishes of its members to continue the legacy of Cameron University.

What is Your Legacy?

Leaving
a legacy for future scholars, staff and faculty is one of the many benefits you
may gain from making a planned giving commitment to Cameron University.

By
making a planned giving commitment you are ensuring the longevity of Cameron
University by way of contributing to scholarships available to students,
improvements to campus and advancements in technology and amenities.

Becoming a Member

Members
of the 1908 Heritage Society have chosen to solidify the future of Cameron
University by committing to providing a planned gift.

Their
dedication to Cameron University is no small commitment and is honored with
membership in the 1908 Society at the time their intentions are voiced to the
Cameron University Foundation.

Upon
the pronouncement of a planned giving commitment, members are sent a letter of
appreciation, a Cameron University lapel pin and may choose to be listed by
name on the 1908 Heritage Society roster.

Giving

Some
of the available options for making a planned gift are wills and bequests,
retirement assets and life insurance policies.

By
including Cameron University in your will or living trust, you are able to
establish a lasting legacy by making a generous gift without reducing your
current income.

Retirement
Assets, including accounts such as your 401(k), 403(b) and IRA, given to
Cameron University may allow you to avoid or reduce taxes that could otherwise
consume these assets.

By
making Cameron University Foundation the beneficiary to a life insurance
policy, whether formerly established or newly acquired, you are able to
designate funds that would otherwise be non-existent. On policies that are yet
to be paid up, you may be able to claim a tax deduction on your annual
premiums.

Once
you have chosen to make a planned gift to Cameron University, the CU Foundation
encourages you to speak with your financial planner and legal counsel in order
to determine the best method of giving, as all planned giving situations are
unique.

Language for Bequests

When
choosing to include Cameron University in your will, your intentions should be clearly
stated so the CU Foundation can ensure that your objectives are fulfilled. The
following is suggested language that may be used when making your bequest.

For
A Restricted Gift:

“I
give [the sum, percentage, or description of property] to the Cameron
University Foundation, Lawton, Oklahoma, to be used for the benefit of [chosen
area] for use in [state the purpose for which you wish your bequest to be
used].”

For
An Unrestricted Gift:

“I
give [the sum, percentage, or description of property] to the Cameron
University Foundation, Lawton, Oklahoma, to be used for its general tax exempt
purposes but without other restrictions as to use.”

Contact Info

To learn more about how you can assist Cameron University achieve its vision for the future please contact: