Planned Giving

What are Planned Gifts?
Planned gifts are a variety of charitable giving methods that allow you to express your personal values by merging your family, financial, and charitable goals. Planned gifts can be made with cash, but many are made by donating assets such as stocks, real estate, art pieces, or business interests—the possibilities are endless.

Planned gifts can provide valuable tax benefits and/or lifetime income for you, your spouse or other loved ones. The most frequently-made planned gifts are bequests to charities, made through your will. Other popular planned gifts include charitable trusts and charitable gift annuities.

Making a planned gift usually requires the assistance of the charity’s development professional and/or a knowledgeable advisor such as an attorney, financial planner, or CPA to help structure the gift. The Arts & Humanities Council of Tulsa is able to offer the services of a Professional Estate Planning Specialist at no cost to you. The specialist can provide valuable advice and complete in-depth information for your Estate and Planned Giving Needs, and work directly with your lawyer, accountant, or estate planner if necessary.  Mark Loeber is an expert on charitable gift and estate planning.  He will assist the Council in providing the best service to the donor.  His biography is below.

For more information please review our Glossary of Estate Planning Terms

Why should I make a planned gift?
Planned gifts offer many benefits to the donor. They provide options that enable you to:
• Reduce your income tax and/or avoid capital gains tax
• Increase your current income
• Plan for the financial needs of a spouse or loved one
• Provide inheritances for your heirs at a reduced tax cost
• Diversify your investment portfolio
• Receive income from your personal residence or farm
• Plan for the transfer of your business
• Leave a charitable legacy for future generations

Become a part of the Legacy Society
You can become a part of the Arts & Humanities Council of Tulsa Legacy Society with planned giving. Whether you are 32 or 62, it’s never too early to start planning. Your legacy matters. The Council’s Legacy Society recognizes those who have included the Council in their long-range financial and/or estate plans with a gift to our Maestro Endowment. By doing so, you have made a commitment to ensuring that all of Tulsa’s diverse communities have access to the arts. It is a decision that will have an impact for decades to come. 

The tools of charitable gift planning include all types of real and personal property and tangible and intangible assets. There are many ways to Make a Planned Gift to the Council, some of which include:

• Charitable Trusts
• Charitable Gift Annuity
• Bequests
• Gifts From Retirement Plans
• Gifts of Life Insurance

For more information about how to make a planned gift to the Council please contact Russell Kidd at rkidd@ahct.org or 918-584-3333 x12

 
Mark Loeber, Professional Estate Planning Specialist

Mark has more than 20 years of experience in the area of charitable gift and estate planning. His skill and knowledge have helped thousands of donors as well as financial professionals and enrolled agents with the IRS on advanced charitable and estate planning issues.

He has a degree in Business Management with an emphasis in Economics. He audited courses in law school studying Charitable Gift & Estate Planning in Virginia, and is completing the Certified Financial Planning (CFP) and Certified Gift Planner (CGP) designations. One of Mark's greatest passions is helping individuals discover which charitable tools and techniques can best provide for their needs and the needs of their families.