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.
Supporting the mission of DVIS through planned giving
The DVIS planned giving department is key to building the endowment and ensuring that the work continues for years to come. Through our partnership with Tulsa Community Foundation (read more) and as a service for our donors and friends, DVIS provides complimentary, confidential, estate planning services.
What are Planned 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, annuities and wills – or setting up a charitable gift.
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.
Making a planned gift usually requires the assistance of the charity’s development professional and/or a knowledgeable adviser such as an attorney, financial planner, or CPA to help structure the gift.
Please click on the links below to find out more information on our organization and the types of gifts that are possible as a result of the planning process:
Planned giving brochures:
The Heart of Planned Giving
The Art of Planned Giving
Transfer Your Value and Values
Taking Refuge in a Trust
Charitable Gift Annuities
Gifts can also be made to DVIS when a donor designates DVIS as the beneficiary on their life insurance, IRA, or Pension Plan.
DVIS 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.
We are here to help you provide a legacy of hope and safety. Our goal is to provide you and your family professional information to create the best plan for your individual needs. We are happy to provide you with a copy of our 501c3 or tax id letter upon request. Please contact us at 918.508.2709 or firstname.lastname@example.org. We look forward to working with you.
Chris Miller is president and COO of The Advancement Group, who oversees the DVIS planned giving program.
Mark Loeber is an expert on charitable gift and estate planning. He assists DVIS in providing the best service for you and your family.
This information is not intended as legal, tax or accounting advice. For tax advice, please consult your financial professional.