Caritas Christi Society

Gifts made through thoughtful estate planning, deferred giving, and other forms of planned giving create extraordinary opportunities to support the mission of Catholic Charities, which is to be Christ’s merciful love to those who suffer.  But careful financial planning can also help you and your family have peace of mind by taking care of your short-term and long-term financial needs and intentions.

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The Caritas Christi Society is being established to recognize and show gratitude to people who choose to include Catholic Charities in their estate plans.

Catholic Charities has been blessed with estate gifts from caring people in years’ past. One of those gifts was from Lucy Clark Brown, a woman we didn’t know, who left her estate to serve the poor at our Catholic Charities.  She remembered visiting a Catholic Charities with her father when she was a little girl and her family was struggling and in need of food and emergency assistance.  Years later she decided to help others in need.  After her death our Catholic Charities of the Diocese of Tulsa was surprised with a $2 million gift.  The funds were invested until we could follow her wishes and build the building named in her honor and memory at our Tulsa campus.  Thousands of people in need visit the clothing center and warehouse to receive groceries and clothing every year.

Other compassionate people have made bequests or planned gifts that are invested with our endowment.  The annual distribution from these investments provides much-needed funding for our programs and services that help more than 50,000 people each year.  The funds also help us maintain our facilities, equipment, and grounds. The gift amounts and the percentage of estates vary, and every gift helps Catholic Charities carry out our mission.

How do I learn more about financial planning and planned giving?

Contact us so we can refer you to our professional gift planning staff. Click here for more information.

How can we be sure the plans we previously made are helping us carry out our lifetime financial goals and are leaving a legacy for loved ones and our church?

Our gift planning office can help you, and your discussion and planning will be kept strictly confidential.  You will be asked whether or not you wish to inform Catholic Charities of your intentions. Click here for more information.

How do I join the Caritas Christi Society?

You can inform us in writing that you have included Catholic Charities in your estate plans and/or provide us with one of these:

        • • A completed signed Caritas Christi Society form
        • • A copy of the pertinent information regarding Catholic Charities in your will or trust
        • • A copy of the life insurance policy that names Catholic Charities of the Diocese of Tulsa as a beneficiary
        • • A letter from your attorney stating that you have included Catholic Charities in your estate plans
        • • Or, contact Deacon Kevin Sartorius – Executive Director at 918.508.7111 or Laurie Perkins – Director of Mission Advancement at 918.508.7116

 

Your information will be kept confidential. If you give your permission, your name(s) will be listed with other Society members.

It is important that we know of your intention so we can be prepared to honor your intentions.  You will also be helping Catholic Charities to prepare for the future.

What are the Caritas Christi Society activities?

                  • • Commemorating your birthday or other special occasion with Mass in our Chapel of the Immaculate Conception
                  • • Invitations to Caritas Christi Society annual events
                  • • News  from the Caritas Christi Society and our Office of Gift Planning regarding estate planning, tax ramifications and changes
                  • • Periodic updates regarding Catholic Charities programs and services for people in need

 

We appreciate you for considering including Catholic Charities of the Diocese of Tulsa in your financial planning.