Planned Giving

At the Heart of Planned Giving

Thank you for your interest in including LIFE Senior Services in your estate planning. Planned gifts are charitable giving methods that allow you to express your personal values by merging your financial and charitable goals. Planned gifts can be made with cash or by donating assets such as stocks, life insurance or business interests. The possibilities are endless.
The giving strategies listed here are a few of the tools and techniques that can provide the way to make your legacy come to life, and transfer your heart's passion to the charitable causes that have impacted you the most.

Planned Giving Seminar: Estate & Retirement Planning Essential

This seminar will help you create a baseline to better understand essential estate and retirement planning issues.

Thursday, October 6, 5:30 - 7 p.m.
OU-Tulsa Learning Center, Room 145
Light food and beverages will be served.

RSVP here, or contact Rickye Wilson at (918) 664-9000. This free workshop is presented by Tulsa Community Foundation and local nonprofits. No products are being sold.

Complimentary, Confidential Charitable Gift Planning Services

As a courtesy to LIFE Supporters, we are pleased to offer you the services of Mark Loeber, who is an expert in charitable gift and estate planning. Mark can make your charitable transfer easy, flexible and effective while helping you achieve your personal and financial goals.

To get started, call (918) 491-0079 to schedule an appointment with Mark. Or, contact LIFE's Development Manager Rickye Wilson at (918) 664-9000 to arrange an appointment.

Mark Loeber, Charitable Financial Planner

Mark has more than 20 years of experience in the area of charitable gift and estate planning. His skill and knowledge have helped thousands of donors, as well as financial professionals and enrolled agents with the IRS, on advanced charitable and estate planning issues.

Mark earned a degree in Business Management with an emphasis in Economics. He audited courses in law school studying Charitable Gift & Estate Planning in Virginia, and completed the Certified Financial Planning (CFP) and Certified Gift Planner (CGP) designations.

One of Mark's greatest passions is helping individuals discover which charitable tools and techniques can best provide for their needs and the needs of their families.

This opportunity is made possible through a partnership with Tulsa Community Foundation.