Create a Gift That Lasts
Your impact can extend far beyond today. Through thoughtful planning, you can support Ozarks Tech students for generations to come while also meeting your own financial goals.
Legacy giving allows you to provide for your loved ones, plan for retirement, and still make a lasting contribution to education and the community you care about.
We encourage you to discuss your plans with your family and trusted advisors. Together, you can determine how to structure your gift in a way that reflects your values and fits your goals.
Your generosity will continue to open doors, change lives, and build a stronger future for southwest Missouri.
Ways to Create Your Legacy
Each of these planned giving options offers unique benefits for you, your family, and the students you’ll support.
| Type of Gift | How it Works | Your Benefit |
|---|---|---|
| Charitable Gift Annuity | Contractual agreement between you and Ozarks Tech through cash or securities. | Fixed and guaranteed payment for life. Possible tax deduction. Possibility of two beneficiaries. |
| Bequest/Will | Add the Ozarks Tech to your will. | Simplest form of a planned gift. Retain ultimate authority for distributing assets for life. Possible estate tax deduction. |
| Charitable Lead Trust | Ozarks Tech receives income from the trust during your lifetime or a pre-established number of years. The beneficiary receives the remainder of the trust at the end of the term. | Possible increase of inheritance available for your heirs. May be minimal or free of estate and gift taxes. Possible reduction of capital-gain tax on trust appreciation. |
| Charitable Remainder Trust | Trust agreement is a legal document transferring cash and/or assets to a trust to receive income. Annuity Trust: Fixed amount of income. Unitrust: Fixed percentage for a predetermined number of years or life. | Create additional income for you or your beneficiary(ies). Possible income-tax deduction and avoidance of capital-gains tax. |
| Life Insurance | Name Ozarks Tech as the owner and beneficiary of a new or no longer needed life-insurance policy. | Possible income-tax deduction, or your estate may be entitled to a deduction of the full amount of the policy. |
| Retirement Plans | Name Ozarks Tech as the beneficiary of your Individual Retirement Account. | Retain control of assets during your life. Avoid double taxation on retirement plans. Income and estate taxes on such gifts are avoided at time of death. Possible income-tax deduction. |
| Real Asset | Donate a vehicle, stock, savings bonds, or similar property. | Possible income tax deduction. |
| Real Estate | Donate real estate to the Ozarks Tech Foundation. | Partial income tax deduction. |
Important: The information above is for general guidance only and should not replace advice from your attorney, tax advisor, or financial planner.
Leave a Legacy
More and more friends of Ozarks Tech are choosing to make a lasting difference by including the Foundation in their estate plans.
Establishing a perpetual endowment through the Foundation allows your generosity to live on—supporting students and programs far into the future.
It’s a meaningful way to be remembered, honor a loved one, or continue shaping the community you’ve helped build.
Legacy Investors
We are deeply grateful to the individuals and families whose planned gifts help ensure a bright future for Ozarks Tech and its students.
- Neal Spencer
- Mike & Judy Breeding
- Dolores & Alden Brooks*
- Mildred* & Eugene Carey
- Max & Fern DeForest*
- Ada DeFountaine*
- Karla & Chuck Gregg
- Dr. Hal & Nancy* Higdon
- Carol Jones*
- David Lewis*
- Charlie & Mary Beth O’Reilly
- Jan Robbins*
Their vision and generosity inspire others to give and their impact will be felt for generations to come.
Contact Ozarks Tech Foundation
Springfield Campus
-
Visit Us
Information Commons, Room 206 -
Call Us
4174472651 -
Email Us
[email protected]