Planned Giving

Support the mission of Tulsa Foundation for Architecture through Endowment Building

Tulsa Foundation for Architecture promotes and encourages preservation and rehabilitation of Tulsa’s significant architecture.  The Tulsa Foundation for Architecture Endowment ensures that this important work will continue for years to come.  Through our partnership with the Tulsa Community Foundation (read more) and as a service to our donors and friends, the Tulsa Foundation for Architecture (TFA) provides complimentary, confidential, financial planning services.

Staff information

Lee Anne Zeigler,  TFA’s Executive Director and CEO is more than happy to meet with you to discuss the history of the organization and provide a view into future programs and projects of the organization and to introduce the donor to our Planned Giving Office.  It is our desire to serve our donors in the most up-to-date and beneficial manner.

Ways to Give

Gifts through an estate are sometimes the easiest ways to give, but also take planning to make sure the gifts are used fas they are intended.

These types of gifts are sometimes referred to as “stop-and-think” gifts because they require some planning and additional help from professional advisors. Unlike cash donations, they are typically made from assets in your estate rather than disposable income, and are gifted to charity upon your death.

The most common planned gift is a bequest in your will or living trust. Every person can be a philanthropist by naming an organization in their will or trust.  Other planned gifts include:

  • A charitable gift annuity
  • A charitable remainder trust
  • A charitable lead trust
  • Retirement plan assets
  • Life insurance policies

A misconception is that giving through your estate is only for the “wealthy.” The truth is, even people of modest means can make a difference through planning.

Gifts can also be made to the Tulsa Foundation for Architecture when a donor designates the Tulsa Foundation for Architecture as the beneficiary on their life insurance, IRA, or Pension Plan.

Resources

Please click on the links below to find out more information on our organization and the types of gifts that are possible as a result of the planning process:

  1. The Heart of Planned Giving
  2. The Art of Planned Giving
  3. Transfer Your Value and Values
  4. Taking Refuge in a Trust
  5. Charitable Gift Annuities
  6. Donor datasheet

The following chart provides financial vehicles with which donations can be made to the Tulsa Foundation for Architecture. A financial advisor can offer guidance in referring a tool that is appropriate for each individual situation.

PLANNING TOOL

WHAT IS IT?

YOUR BENEFITS
Will A legal document outlining how you want your assets distributed when you die.
  • Selects guardians for your children
  • Directs assets to beneficiaries
Revocable Living Trust A trust that holds property for your benefit and then avoids probate at your death.
  • Avoids guardianship for disability
  • Avoids probate
  • Directs assets to beneficiaries
  • Provides estate tax savings
  • Provides for disabled children
  • Controls timing and amount of distribution to beneficiaries
Charitable Gift Annuity A contract in which a charity pays you income payments based upon your age and the amount of your gift.
  • Increases current income
  • Creates income tax deduction
  • Saves capital gains tax
Charitable Remainder Trust A trust that pays you income before charity receives the remainder.
  • Increases current income
  • Creates income tax deduction
  • Avoids capital gains tax
  • Eliminates income tax on retirement plans at death
Charitable Lead Trust A trust that pays charity an income before you or your heirs receive the remainder.
  • Creates income tax deduction
  • Eliminates federal estate tax
Life Estate A gift of real estate that allows you to keep the rights of ownership; the property is distributed to charity at your death.
  • Creates income tax deduction
  • Retain your right to live in the property during your life
Outright Gifts of Assets Any gift given to charity such as cash, stocks, bonds, real estate, art, antiques, or life insurance.
  • Creates income tax deduction
  • Eliminates capital gains tax
  • Eliminates estate tax
  • Tailors gifts to charity’s current needs

This information is not intended as legal, tax or accounting advice.  For tax advice, please consult your financial professional.