In an effort to encourage overall fund development for local nonprofit agencies, by including planned gifts alongside annual fundraising and capital campaigns, Bartlesville Community Foundation hosts a Planned Giving Program.

This program is designed to support the three pillars of planned giving:

 

Donors       Organizations      Professionals

 

** More resources for each of the three key areas are in the tabs on the left side of your screen**

 

 

As part of the program, Bartlesville Community Foundation provides a range of services to community agencies, donors, and professionals. This program has raised nearly $8 million in planned gifts!

Links and Resources

Your Legacy, Their Peace of Mind Brochure

Your Will, Your Way Brochure

Are Your Investments Secure Brochure

Dollars and Sense of IRA Giving Brochure

Sample Charitable Gift Annuity Agreement

How Can My Organization Get Started?

For more information on the Bartlesville Community Foundation Planned Giving Program, please contact Laura Jensen at 918-337-2287.