OETA Planned Giving

Planned Giving


For many, a charitable bequest is a unique expression of appreciation for what public broadcasting brings to our lives and our communities. The thoughtfulness of individuals who have made planned gifts to OETA Foundation has helped sustain and grow public television programs and services for almost 60 years. Through your will or estate plan, you can name OETA Foundation as the beneficiary of your estate or a portion of your estate. Your bequest provides an enduring legacy that will live on to uphold the standards of public broadcasting in our state for the benefit of others in the years to come.

Benefits of Joining the Legacy Society
The Best Benefit of All
Remembering OETA Foundation in your estate plan is an expression of your values and a significant way to personally recognize the tremendous influence that OETA’s educational programming and services have on enriching the lives of people across Oklahoma and beyond.


Federal Estate Tax Savings
An outright gift to OETA Foundation from your estate, whatever the amount, carries federal estate tax benefits. Also, bequests generally are not subject to state inheritance taxes. Please consult with your advisor for details.


Recognition Opportunities
You will be recognized on-air and in Odyssey magazine annually, with your permission. You will also receive invitations to exclusive events.

The directions here are ideas and suggested forms of giving, but do not constitute legal or tax advice. Please consult your advisors.
 

WAYS TO GIVE  |  WHAT TO GIVE  |  INFORMATION FOR YOUR ADVISORS
 

WAYS TO GIVE
There are many ways to support your public television station. How you make your gift may well determine how much you can give. To learn more about the many ways there are to support us explore this website and then give us a call at (405) 848-8501. We’d be happy to work with you and your advisors to help you plan a gift to OETA that meets our needs and your expectations.


Bequest in your will: The way most people include OETA in their estate plans.
Beneficiary designations: Easy to do. Revocable if circumstances change.
Charitable gift annuity: The older you are, the better you'll like this life-income gift.
Charitable remainder trusts: A way to provide income for yourself or a loved one and a future gift for OETA.
Charitable lead trusts: Make your assets work overtime; first for OETA, then for your family.
Retained life estate: Give OETA your home, but don't move out.

Please contact us for more information about giving stocks, mutual funds or bonds.

WHAT TO GIVE
There are many assets to consider when making a gift to OETA.


Cash: Sometimes the best asset to give is cash.
Stocks and bonds: It's easy to give these assets, and often makes good tax-sense.
Real estate: Primary residence, vacation home, commercial properties; all can be given to OETA.
Retirement plan assets: A great way to avoid income taxes on these assets.
Life insurance: If it is no longer needed to protect your family, consider giving it to OETA.
Collectives and artworks: Often overlooked, collectibles make a great gift to OETA.
Retained life estate: Give OETA your home, but don't move out.
Business interests: Business owners have unique gift strategies to choose from.
US Savings Bonds: US Savings Bonds could make a great gift to OETA.

INFORMATION FOR YOUR ADVISORS
Our legal name and official address for purposes of wills, trusts, etc. is:


OETA Foundation
7403 North Kelley Avenue
Oklahoma City, OK 73111

OETA Foundation is a 501(c)(3) charitable organization, Federal Tax ID number 73-1175503.  There has been no change in our I.R.S. tax classification as an organization described in Internal Revenue Service Code sections 501(c)(3) and 509(a)(1), (2), or (3).

Stock brokers seeking information about transferring shares of stock electronically to OETA should call Louise Lee at (405) 848-8501 or email to
llee@oeta.tv. Questions regarding life-income plans such as charitable gift annuities or charitable remainder trusts should be asked of Louise Lee at (405) 848-8501
 or email to llee@oeta.tv. Executors and attorneys handling estates and trusts for donors to OETA Foundation, should contact Louise Lee as noted above.

The directions here are ideas and suggested forms of giving, but do not constitute legal or tax advice. Please consult your advisors.

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