Estate Planners

Planned Giving Opportunities

Access charitable estate planning tools and strategies to help your client leave a legacy reflective of their values while maximizing tax benefits. Increase charitable impact and maximize tax deductions through partnering with Tulsa Community Foundation. Some of the more common charitable vehicles are:

  • Donor Advised Fund
  • Donor Designated Fund
  • Charitable Remainder Trust
  • Charitable Lead Trust
  • Charitable Gift Annuity
  • Life Insurance Policy
  • IRA, 401(k) or Other Retirement Asset
  • Bequest by Living Trust or Will*

*We can provide sample language to include a gift to a charitable fund at TCF in your client’s will. Please also contact a member of our program team to establish a fund agreement with us and discuss your client’s specific situation. A fund agreement on file at TCF will ensure your client’s wishes are fulfilled.

The Federal Tax ID Number/Employer Identification Number (EIN) for Tulsa Community Foundation is 73-1554474.

Our Program Team can help you identify the best option for your clients and their families.