In an effort to encourage overall fund development for local nonprofit agencies by including planned gifts alongside annual fundraising and capital campaigns, TCF launched the Planned Giving Partnership (PGP) in November 2008. Originally, 30 nonprofit agencies participated. Today we have close to 60 participating agencies.The program is designed to encourage agencies to consciously build endowment through planned giving. Planned gifts are gifts to charity from donors’ assets, rather than gifts from donors’ income. Common planned giving vehicles include wills, revocable trusts, charitable trusts and charitable gift annuities.
In the program, TCF works with The Advancement Group to provide a wide array of services to agencies and donors. In order to ensure that agencies may participate in the program without sacrificing services to clients and the public, TCF underwrites a significant portion of the costs associated with the program. Based on the size of each organization’s operating budget, an annual fee is assessed for services. In return, each agency gains a full-time outsourced planned giving staff and resources to call its own.
TCF invites new agencies to be part of the success! Complete the Planned Giving Partnership application today.
Each agency participating in the Planned Giving Partnership Program gains services including:
- Administrative “Help Desk”
- “Help Desk” for donors
- Appointments with donors
- Customized strategic marketing plan for agencies
- Program gantt chart
- Annual customized meeting for each agency’s Board of Directors
- Group seminars for donors
- Quarterly continuing education for agencies
- Monthly mentor e-mail
- Preparation of planned gift illustrations
- Preparation of planned giving articles for agency newsletters
- Monthly activity reports for agencies
The Advancement Group
Planned Giving Partnership Program Summary
Planned Giving Partnership Responsibilities Graphic
Example Charitable Gift Annuity Service Agreement
At the Heart of Planned Giving
The Art of Planned Giving
Transfer your Value and Values
Taking Refuge in a Trust
Charitable Gift Annuities
Taxes and your IRA
For more information on the Planned Giving Partnership program, please contact:
A New Leaf, Inc.
Arts & Humanities Council of Tulsa
Arts Alliance Tulsa
Big Brothers Big Sisters of Oklahoma
Bishop Kelley High School
Broken Arrow Seniors
Camp Fire USA Green Country Council
Cascia Hall Preparatory School
Catholic Charities Diocese of Tulsa
Circle Cinema Foundation Inc.
Community Food Bank of Eastern Oklahoma
Counseling and Recovery Services of Oklahoma
Disaster Resilience Network
Eagle Point Christian Academy
Family Safety Center
First Tee of Tulsa
Foundation for OSU Medical Center
Girl Scouts of Eastern Oklahoma
Goodwill Industries of Tulsa, Inc.
Happy Hands Education Center, Inc.
Holland Hall School
Home of Hope, Inc.
Hospitality House of Tulsa, Inc.
Human Skills and Resources – Tulsa
Indian Health Care Resource Center
John 3:16 Mission, Inc.
John Hope Franklin Center for Reconciliation, Inc.
Junior League of Tulsa, Inc.
Kendall Whittier, Inc.
LIFE Senior Services
Mental Health Association Oklahoma
Metro Christian Academy Foundation
New Life Ranch
Oklahoma Aquarium Foundation
Oklahoma Center for Community and Justice
Oklahoma Project Woman Inc.
Parkside Psychiatric Hospital and Clinic
Riverfield Country Day School
Rogers County Volunteers for Youth
San Miguel School of Tulsa
Starlight Concerts, Inc.
Street School, Inc.
The Little Light House
The Tulsa Dream Center, Inc.
Tristesse Healing Hearts Grief Center
Tulsa Botanic Garden
Tulsa Boys’ Home
Tulsa Engineering Foundation, Inc.
Tulsa Habitat for Humanity
Tulsa Town Hall Endowment Inc.
Tulsa Zoo Management Inc.
Up With Trees
Youth at Heart, Inc.
Youth Services of Tulsa, Inc.