For 17 years, TCF and The Advancement Group have provided Tulsa area nonprofits of every size the opportunity to have a full-service planned giving program – without the overhead of a full-time hire.
Joining the Legacy Partnership Program is like hiring a seasoned planned giving team overnight — without the cost of employees, or learning curve. TCF and TAG handle the strategy, the marketing, the donor conversations, and the gift administration. Your staff handles what they do best: mission and relationships.
Annual giving sustains your mission. Planned giving secures it. Gifts from estates, trusts, and retirement accounts are typically the largest gifts a donor ever makes — and they cost your organization nothing beyond the relationship you already have. More than 600 Tulsa donor households have committed to leave a legacy through this program — donors who believe deeply enough to extend that commitment beyond their lifetimes. With the right program in place, your donors can do the same for you.
DISCOVERxai screening pinpoints your highest-probability planned
giving prospects by wealth capacity, giving history, and estate indicators.
A 12-month calendar of donor letters, postcards, IRA Rollover triggers,
and digital content — produced by TAG and ready to deploy.
Onboarding sessions and quarterly check-ins so your team can
recognize gift signals, respond with confidence, and never step outside
their lane.
TAG advisors handle the technical conversations — gift structures, CGA
illustrations, bequest language — so your staff never has to.
From acknowledgment letters to estate administration support, every
step is managed and documented.
12&12
A New Leaf
Arthritis Foundation
Arts & Humanities Council of Tulsa
Arts Alliance Tulsa
Augustine Christian Academy
Big Brothers Big Sisters of Oklahoma
Birthright Living Legacy
Bishop Kelley High School
Boy Scouts of America, Indian Nations
Broken Arrow Neighbors
Broken Arrow Seniors
Broken Bow Education Foundation
CASA
CREOKS Mental Health Services
Camp Fire USA
Caring Community Friends
Cascia Hall Preparatory School
Catholic Charities
Chamber Music Tulsa
Child Abuse Network
Circle Cinema Foundation
Clarehouse, Inc.
Community Service Council
Counseling & Recovery Services of OK
Day Center for the Homeless
Dillon International
Disaster Resilience Network
Domestic Violence Intervention Services
Eagle Point Christian Academy
Eastern Oklahoma Donated Dental
Services
Emergency Infant Services
Family Safety Center
Family and Children’s Services
First Tee of Tulsa
Flourish Home
Food Bank of Eastern Oklahoma
Gatesway Foundation
Girl Scouts
Global Gardens
Goodwill
Guild of Tulsa Opera
Happy Hands Education Center
Health, Outreach, Prevention and
Education
Holland Hall
Home of Hope
Hospice of Green Country
Hospitality House of Tulsa
Idabel Museum Society
Indian Health Care and Resource Center
John 3:16 Mission
John Hope Franklin Center
Junior Achievement
Junior League of Tulsa
Kendall Whittier, Inc.
LIFE Senior Services
Leadership Tulsa
League of Women Voters
…and many more