Planned Giving

 

 

One effective and convenient way for Bishop Kelley supporters to help the school grow its endowment is through planned gifts. To help increase our planned giving expertise, Bishop Kelley has partnered with the Tulsa Community Foundation. Tulsa Community Foundation has been a significant partner in providing us with the resources to be able to raise close to $1M through a planned giving challenge grant program.  We have since raised an additional $1M. These gifts will greatly benefit future Bishop Kelley students.

The need to grow our endowment through planned giving is continual. Each year, Bishop Kelley and nearly 60 other Tulsa-area non-profit agencies secure the services of The Advancement Group. Mark Loeber and Chris Miller are outstanding professionals who specialize in helping donors establish wills and trusts to benefit family members, charities, and other entities. As an extension of Bishop Kelley, The Advancement Group offers gift-planning services, which are free to you if you decide to leave a portion of your estate to Bishop Kelley.

By leaving a legacy gift, you are helping Bishop Kelley build its endowment for today’s students and tomorrow’s leaders. The endowment provides us with significant interest income that currently funds over one-third of our annual tuition assistance dollars.

  • The value of our endowment is currently $6.2M and our goal is to grow it to $20M by 2020; that way, we can assure that Bishop Kelley will be here to serve our children, grandchildren and great-grandchildren for another 54 years and beyond.

If you already have an estate plan in place, it may be of interest to you to have another look so that you are assured that your current plan is offering you a gift strategy that helps increase the financial benefits to your family and to the charities you are most passionate about. The review may decrease taxes that you owe as well.

Each meeting is confidential, and customized to your family and financial goals. When a gift is made, you have the opportunity to disclose as much or as little regarding the gift amount and other information shared.

The Advancement Group is Bishop Kelley’s charitable, financial and estate planning office-offering services to those connected with Bishop Kelley. If you would like to consider a planned gift, please contact The Advancement Group at 918-491-0079 or connect with Doug Thomas, Director of Advancement, at 918-609-7115 or email Doug at  .

Visit the Tulsa Community Foundation's website for more information about their Planned Giving Partnership program.