As a service for our donors and friends, through our partnership with Tulsa Community Foundation, the Tulsa Zoo provides complimentary, confidential, charitable tax and financial planning services.
What are Planned Gifts?
Planned gifts are charitable giving methods that allow you to express your personal values by merging your financial and charitable goals. Planned gifts can be made with cash or by donating assets such as stocks, real estate, art pieces or business interests. The possibilities are endless.
Who Can Give?
Anyone can. A misconception is that giving through an estate is only for the wealthy. The truth is, anyone can make a difference through planning. 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 made through your will. Other popular planned gifts include charitable trusts and charitable gift annuities.
Making a planned gift usually requires the assistance of a professional. The Tulsa Zoo can 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 as necessary. Your personal and financial information will remain confidential.
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:
At the Heart of Planned Giving
The Art of Planned Giving
Transfer Your Value and Values
Taking Refuge in a Trust
Charitable Gift Annuities
Beneficiary Designation Gifts
Gifts can also be made to Tulsa Zoo when a donor designates Tulsa Zoo as the beneficiary on life insurance, IRA or pension plans. Talk with your plan administrator about a change of beneficiary form. To include Tulsa Zoo, provide the following legal name and tax ID number – Tulsa Zoo Management, Inc., 73-0930870.
You may include a bequest to support Tulsa Zoo when preparing your will or by adding a codicil to your present will. Bequests may be of cash, securities, real estate or other property. Bequests of all sizes are welcome, whether they are outright, contingent or residual.
Your request should be directed to Tulsa Zoo Management, Inc. The following language, provided by Charitable Financial Planner Mark Loeber, may be useful to your professional adviser:
“I give Tulsa Zoo Management, Inc., Tulsa, OK, 74115, the sum of $_____ to be used for the general support of Tulsa Zoo.”
“I give Tulsa Zoo Management, Inc., Tulsa, OK, 74115, ___ percent of the residue of my estate to be used for the general support of Tulsa Zoo.”
“In the event that ______________________ predeceases me, I give Tulsa Zoo Management, Inc., Tulsa, OK, 74115, the sum of $_____ (or, alternatively, ___ percent of the residue of my estate) to be used for the general support of Tulsa Zoo.”
For more information about how to start this process, please contact Lindsay Hutchison by email or call (918) 669-6637.
Mark Loeber, Charitable Financial Planner
Mark Loeber is an expert on charitable gift and estate planning. He assists the Tulsa Zoo in providing the best service for you and your family.
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 and Estate Planning in Virginia, and is completing the Certified Financial Planning and Certified Gift Planner 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.
The preceding information is not intended as legal, tax or accounting advice. For tax advice, please consult your financial professional.