OKLAHOMA STATE UNIVERSITY FOUNDATION

TRUST MANAGEMENT FEE SCHEDULE

$10.00 per thousand on the first $ 500,000.00
$ 6.00 per thousand on the next $500,000.00
$ 5.00 per thousand on the next $1,000,000.00
$ 3.00 per thousand on all in excess of $2,000,000.00

Trust Management Fee is calculated annually based upon the market valuation of the trust assets.

 

As a service to our donors and in furtherance of its charitable
purposes, the Oklahoma State University Foundation will serve
as trustee of trusts in which the Foundation has a remainder
interest. If desired, donors wishing to assist OSU through a trust
arrangement may select an alternate trustee.