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.

Complimentary, Confidential Charitable Gift Planning Services

As a courtesy to LIFE supporters, we are pleased to offer you the services of our charitable gift planning department. Our gift planning advisors can make your charitable transfer to LIFE Senior Services easy, flexible and effective, while helping you achieve your financial goals.

To get started, schedule a complimentary, confidential charitable gift planning session by contacting LIFE's Development Manager Rickye Wilson at (918) 664-9000. 

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

Major Trends and Concerns Affecting Your Finances Planned Giving Workshop

Join us for an informative and free workshop covering major trends affecting your finances that should influence your decision-making; common mistakes regarding Social Security, beneficiary designations, retirement and estate planning; and financial and philanthropic solutions for you and your family. View invitation.

Choose one to attend:

Dates and Times: Thursday, May 11 at 5:30 p.m. OR Tuesday, May 16 at 8:30 a.m.
Location: OU Tulsa - Schusterman Campus, Room 145, 4502 E. 41st St., Tulsa
Cost: Free, but reservations requested
Reservations: Contact Rickye Wilson at (918) 664-9000