Support the mission of being Christ’s merciful love to those who suffer through endowment building at Catholic Charities.
Through our partnership with Tulsa Community Foundation, and as a service for our donors and friends, Catholic Charities provides complimentary, confidential, charitable tax and financial planning services.
What are Planned Gifts or Legacy 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. Catholic Charities is able to offer the services of a professional estate planning specialist at no cost to you. We provide advice and complete in-depth information for your charitable tax and financial planning, and work directly with your lawyer, accountant, or estate planner, if necessary.
Please click on the links below to find out more information on the types of gifts that are possible as a result of the planning process:
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 Catholic Charities when a donor designates Catholic Charities as the beneficiary on a life insurance policy, IRA, or pension plan.
Language to Use for Bequests to Catholic Charities
If you want to make provisions for Catholic Charities in your estate plans, here is the language that can be used when making a bequest:
“I give, devise, and bequeath to Catholic Charities of the Diocese of Tulsa, Inc. (state: “% of my estate”, “the sum of $_____”, or “the residue of my estate”) under this will after the deduction of all debts, funeral expenses, and administration expenses, but before the deduction of any death, inheritance or estate taxes, it being my intention to exonerate this bequest from contributing to the payment of any such taxes.”
[You should keep this address and phone information with your estate planning documents: Catholic Charities of the Diocese of Tulsa, 2415 North Harvard Avenue, Tulsa, OK, 74115, Phone number: (918) 949-4673.]
How Can My Legacy Gift Help People in Need?
For more information about how to help Catholic Charities be Christ’s merciful love for many years to come, please contact one of these Catholic Charities’ representatives. They will provide information and examples of how your planned gift would impact the lives of the people who need assistance and encouragement.
Rev. Dcn. Kevin M. Sartorius
Deacon Kevin has been with Catholic Charities since 2004 and was named Executive Director in 2008. He was ordained a permanent deacon in 2011, and serves at Holy Family Cathedral in addition to his full-time work at Catholic Charities.
Director of Mission Advancement
Laurie’s knowledge of the programs and services of Catholic Charities and the benefits of legacy giving will be helpful to you in your planning. She is dedicated to providing opportunities for you to achieve your gift plans and your desire to be charitable to others.
Professional Charitable Gift Planning
The Catholic Charities staff is pleased to offer the services of Mark Loeber, who is an expert on charitable gift and estate planning. He assists Catholic Charities in providing the best service for you and your family. If you would like to visit with Mark, please let Deacon Kevin Sartorius or Laurie Perkins know so we can arrange an appointment. Or, to get the process started, you may fill out this confidential client data form and send it directly to Mark, who will then contact you to arrange an appointment.
Charitable Financial Planner
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.
This information is not intended as legal, tax or accounting advice.
For tax advice, please consult your financial professional.