Planned Giving Partnership Program

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 and Bartlesville Regional United Way launched the Planned Giving Partnership in September 2014.

The program is designed to encourage agencies to consciously build endowment gifts through planned giving. Planned gifts are gifts to charity from donor’s assets, rather than gifts from donor’s income. Common ways to give through a donor’s estate include wills, revocable trusts, life insurance, retirement accounts, charitable trusts and charitable gift annuities.

As a part of the program, Bartlesville Community Foundation and Bartlesville Regional United Way provide a range of services to the partnership agencies and community donors. In order to ensure that agencies may participate in the program without sacrificing services to clients and the public, a portion of the costs associated with the program are underwritten by Bartlesville Community Foundation and Bartlesville Regional United Way. Each agency that participates in the program pays an annual fee, based on the size of their operating budget. In return, each agency receives a full-time, outsourced planned giving office, customized to their organizational culture.

Services

Each agency participating in the Planned Giving Partnership gains services including:

  • Administrative help desk
  • “Help Desk” for donors
  • Donor follow-up appointments
  • Agency-customized strategic marketing plan
  • Annual meeting for board of directors
  • Planned giving group donor seminars
  • Continuing education
  • Monthly planned giving mentor e-mail
  • Development coaching
  • Preparation of planned giving marketing materials
  • Monthly activity reports
  • Review of strategic plans for endowment fundraising

Participating Agencies

Agape Mission

Bartlesville Regional United Way

Big Brothers Big Sisters of Oklahoma

Children’s Musical Theatre of Bartlesville

Elder Care

Girl Scouts of Eastern Oklahoma

Mary Martha Outreach

Paths to Independence

Theater Bartlesville

Tri County Technology Center Foundation

Westside Community Center

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

Contact

For more information on the Bartlesville Community Foundation and Bartlesville Regional United Way Planned Giving Partnership Program, please contact Shawn Crawford at (918) 337.2287.