Planned Giving
Leave a Lasting Legacy.
Our team can show you how to provide for your family’s future while supporting the mission of an organization you care about for generations to come through our Planned Giving Program.
Estate Planning is a gift that you can give to your family. It offers peace of mind for your loved ones. Would it be easy for someone to settle your affairs and take care of your family if something happened to you? People often think of estate planning as wills, trusts, powers of attorney and last wishes, but there is more to the estate planning process.
Our Planned Giving Program is designed to help you make the most of what you own and offer peace of mind for your loved ones. Make sure your wishes are carried out and ensure your legacy. No matter how big or small your estate, now is the time to take control of your future.
Arrange an appointment with a member of our planned giving department! Call 918-491-0079 and learn more about this complimentary service here for you.
Links and Resources
Your Legacy, Their Peace of Mind Brochure
Are Your Investments Secure Brochure
Dollars and Sense of IRA Giving Brochure
Sample Charitable Gift Annuity Agreement