Beneficiary Designations

Continue supporting our work after your lifetime.

Are you passionate about supporting a particular part of INTEGRIS even after your lifetime? Perhaps you have a personal connection to cancer, heart, hospice or stroke? Whatever your passion is, it's not only possible to find a philanthropic connection, it’s easy to do with a beneficiary designation. Just name INTEGRIS as a beneficiary to receive assets such as retirement plans and life insurance policies after you're gone. You simply fill out a form that is entirely separate from your will—which makes this approach an easy way to give.

We believe something very special happens when a donor connects personal passion with a charitable project close to their heart. When this kind of perfect alignment occurs, magic happens, and lives are saved and changed forever. Whether it's cancer or hospice to transplant or pediatrics, find your INTEGRIS passion and designate that passion area as your beneficiary providing enduring support for the hospital beyond our lifetime.

Not only is it an easy way to give, but it's also flexible—you aren't locked into the choices you make today. You can review and adjust beneficiary designations anytime you want.

Check Out This Potential Scenario

Robert and Carol treasure the financial help they've been able to give their children and INTEGRIS Foundation over the years. Now that their kids are grown, Robert and Carol changed their estate plan so it could work harder for the people and causes they love. The couple updated their will to leave stocks and real estate to their kids. And they left us a $400,000 IRA to be transferred after their death. Because INTEGRIS is tax-exempt, all $400,000 will help support our mission.

If Robert and Carol had left the IRA to their children, approximately $128,000* would have gone to pay federal income taxes—leaving only $272,000 for their family's use. Robert and Carol are happy knowing they are making the most of their hard-earned money thanks to their updated estate plan.

*Based on an assumption of a 32 percent marginal income tax bracket.

Learn How to Fund It

You can name us beneficiary of the following assets:

Next Steps

  1. Contact Sara Parcell at 405.951.5028 or sara.parcell@integrisok.com for additional information on beneficiary designations and how they can help support INTEGRIS with our mission.
  2. Talk to your financial or legal advisor to learn which assets will or will not trigger taxable income when paid to a beneficiary.
  3. If you name INTEGRIS in your plans, please use our legal name and federal tax ID.

Legal Name: INTEGRIS Foundation
Address: Oklahoma City, OK
Federal Tax ID Number: 73-1047338

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.