A healthy, safe, and educated community must be carefully nurtured, which is why the Tulsa Area United Way has established a Planned Giving Program, helping to ensure the preservation and advancement of our community while offering smart, innovative investment planning for our donors. No matter what your income level, a planned gift can balance your estate and financial planning goals with your desire to leave a legacy that positively impacts future generations in the areas of health and safety, education, and financial stability. Those who make planned gifts receive membership and recognition through the Tulsa Area United Way's Legacy Society.
Planned gift opportunities can range from simple to complex, and can offer a variety of benefits to meet your individualized needs. Some examples may include a bequest, charitable gift annuity, charitable remainder trust, charitable lead trust, life insurance, or IRA/retirement plan.
If you would like to learn more about the Tulsa Area United Way’s Legacy Society or Planned Giving Program, please contact Jessica Knobbe, CFO, by completing our interest form HERE.