Sign up for text alerts to stay informed about the Tulsa Day Center needs and events!

Planned Giving

We can’t do what we do without the generosity of people like you.

Simple Ways to Give That Cost You Nothing!

A gift in your will or trust – or any other planned gift – allows you to make a significant contribution to Tulsa’s battle against homelessness, and still provide for your own security during your lifetime. Through your commitment to the Tulsa Day Center, you can support a cause that is important to you and the Tulsa community, while leaving a lasting legacy.

Naming the Tulsa Day Center as the beneficiary of an account is a simple way to give and doesn’t cost you any money or a trip to your attorney’s office. You can name the Tulsa Day Center as the beneficiary of any of these accounts:

  • Checking, savings, or other financial accounts
  • Life insurance policies
  • Individual Retirement Accounts or 401Ks
  • Commercial Annuities

Simply contact your bank, insurance company, or retirement account administrator, and request a beneficiary designation form.

For purposes of completing the form, the Day Center’s legal name and address is:

Tulsa Day Center, Inc.
PO Box 1019
Tulsa, OK 74101-1019

Federal Tax Identification Number: 73-1557819

Please provide a copy of the completed beneficiary designation form to the Tulsa Day Center for its records.

Life Insurance Policies

You can donate a paid-up insurance policy to the Tulsa Day Center, designating it as the owner of the policy.

OR, you can designate the Tulsa Day Center as the beneficiary of a life insurance policy. (Please note that, although we appreciate your gift, the Day Center is unable to pay the premiums on your insurance policy.)

Individual Retirement Accounts (IRAs)

You can list the Tulsa Day Center as a beneficiary on your IRA, or under legislation enacted in December 2015, you may be able to make a gift to the Day Center with a distribution from your Individual Retirement Account (IRA) and take advantage of tax savings.  Here’s how this charitable rollover works:

  • You must be 70 ½ or older at the time of distribution.
  • Your gift counts toward your required minimum distributed, but
    is not included in your income for tax purposes.
  • Even if you do not itemize your deductions, you benefit by removing your distribution from your taxable income.
  • Your IRA administrator must make the distribution directly to the Tulsa Day Center, or you may write a check payable to the Day Center if you have an IRA checkbook

Gifts in Your Will or Living Trust

A gift to the Tulsa Day Center in your will or trust, also known as a charitable
bequest, allows you to retain control of your funds and other assets during your
lifetime.

  • This gift costs you nothing now, so there is no risk to your lifetime financial security.
  • You gain the satisfaction of knowing your gift will support the Tulsa Day Center in providing services to Tulsa’s most vulnerable population.
  • Gifts in your will can be modified or revoked for any reason during your lifetime.
  • Gifts in your will are exempt from estate taxes.

Please provide a copy of the Memo of Trust or other document to the Tulsa Day Center for its records.

Submit Heritage Gift Form

Other Types of Gifts

Please seek advice from your financial advisor before considering these gifts:

  • Real Estate Gifts
  • Charitable Gift Annuity
  • Charitable Life Income Trust

If you have any questions, please call our Planned Giving staff at 918-556-6438 or email us at plannedgiving@tulsadaycenter.org.

Before proceeding, you should also consult with your tax advisor to discuss your particular situation, including the possible impact of your state’s tax laws.

Submit Heritage Gift Form

For Professional Advisors

If you have a client who is interested in leaving a gift to the Tulsa Day Center in a will, trust, or by beneficiary designation, please use the following information:

Legal Name: Tulsa Day Center, Inc.

Physical Address: 415 West Archer
Tulsa, OK 74103-1807

Mailing Address: Attention: Planned Giving
PO Box 1019
Tulsa, OK 74101-1019

Federal Identification Number: 73-1557819

Sample Bequest Language:

“I hereby donate to the Tulsa Day Center, Inc., currently located at 415 West Archer, Tulsa, OK 74103 (Federal Tax Identification 73-1557819), the amount of _____________ (or other appropriate wording) in full support of its mission to serve those who are experiencing or at risk for homelessness.”

Contact/Notify Us:

If your client would like to direct their gift to a specific program or service, or if you are administering an estate and have a gift to distribute, please contact us first at 918-556-6438 or plannedgiving@tulsadaycenter.org to ensure we can honor their wishes.

Please encourage your client to notify us of their gift. This is the best way to ensure that we receive the gift and use it in the way that the donor intends. We also want to honor their generosity.

Ways Your Client Can Give:

  • Will bequest: A clause in a will or codicil is one of the simplest ways to make a gift from an estate to the Tulsa Day Center.
  • Living trust: A clause similar to a will bequest will implement a charitable gift to the Day Center through a living trust.
  • Retirement plan gift: Donors can designate the Day Center as a beneficiary in Individual Retirement Accounts and 401(s) plans. Some donors are able to make a gift directly from their retirement plans.
  • Life insurance gift: Your client can donate a policy or simply name the Day Center as a beneficiary.
  • Charitable gift annuity: A gift annuity transfers donor assets to the Day Center in exchange for our promise to pay a lifetime annuity. An annuity provides both income, some of which may be tax-free, and estate tax deductions, as well as capital gains tax benefits.
  • Charitable life income trust: Your client can make a large gift while retaining income during his lifetime. Some charitable trusts provide substantial tax benefits and capital gains tax avoidance.
  • Real estate gift: Real estate gifts come in a variety of sizes and arrangements. Some allow donors to make a gift, obtain a charitable tax deduction, and remain in the property for their lifetime. Some may provide benefit by capital gains tax avoidance.

If you have any questions, please call our Planned Giving staff at 918-556-6438 or email us at plannedgiving@tulsadaycenter.org.

Submit Heritage Gift Form

Make a Lasting Difference

Leaving a gift to the Tulsa Day Center in your will or by beneficiary designation is a great way to make a lasting difference in the battle against homelessness. By doing this, you can continue to take care of your family while also making a lasting difference for Tulsa’s most vulnerable population.

Ready to make a difference? Download, complete and return our “Heritage Gift Form” below.

Submit Heritage Gift Form

Heritage Gift Form

Step 1 of 6

  • This form is to advise the Tulsa Day Center of your Heritage Gift intent, and is in no way binding. Completion of this form will help us ensure that your wishes are fulfilled, and it will also allow us to honor you as a member of the Tulsa Day Center’s Anne and Henry Zarrow Heritage Society. All information is strictly confidential for Day Center purposes only. Contact us at 918-556-6438 or plannedgiving@tulsadaycenter.org if you have any questions.
  • MM slash DD slash YYYY

Or, feel free to download the printable Heritage Gift Form here.

Top