Philanthropy is a calling

What Is Planned Giving?

Planned giving allows anyone to make a substantial contribution to
Youth Services of Tulsa — regardless of income or financial status. It is a way to level the playing field, giving everyone a chance to become a philanthropist and make a difference. And it provides significant financial benefits to you as well.

Here’s how:

Some planned gifts provide lifelong income to the donor (yes, you read that correctly). Other gift plans significantly reduce taxes that would otherwise take a big chunk out your loved ones’ inheritance — providing for both charity and heirs in ways that maximize the gift while minimizing its impact on your estate.

In short, a planned gift is any major gift that is part of a donor’s overall financial planning.

Planned Gifts Make Dreams Come True

Did You Know …

  • A planned gift allows you to shape your own legacy — all while helping us to achieve and expand our mission.
  • It allows you to make a far bigger impact than annual gifts of cash.
  • A planned gift allows us to continue our mission far into the future, even while it helps make a difference today.

Sound too good to be true? It’s not. The information on these pages will show you that the advantages of a planned gift are real and significant to the future of Youth Services of Tulsa.

Planned giving opens up a whole world of possibilities for you to make a big difference to our mission while also securing your legacy — all for generations to come.

Tip of the week

You can make a gift that costs you nothing during your lifetime.

When you make a gift through your will or trust (called a “bequest”), you help guarantee our future financial strength without affecting your current asset balance or cash flow. It’s the easiest major gift and has a far-reaching impact.

Gifts Anyone Can Make

These gifts often do not affect cash flow during your lifetime.

Gifts That Provide Income

These gifts pay you (or anyone you choose) in return.

Gifts That Protect Assets

These gifts help protect assets while making a gift.