Through our partnership with Tulsa Community Foundation (read more) and as a service for our donors and friends, The Margaret Hudson Program provides complimentary, confidential, charitable tax and financial planning services.
What are Planned Gifts?
Planned gifts are a variety of charitable giving methods that allow you to express your personal values by merging your family, financial, and charitable goals. Planned gifts can be made with cash, but many are made by donating assets such as stocks, real estate, art pieces, or business interests—the possibilities are endless.
Planned gifts can provide valuable tax benefits and/or lifetime income for you, your spouse or other loved ones. The most frequently-made planned gifts are bequests to charities, made through your will. Other popular planned gifts include charitable trusts and charitable gift annuities.
Making a planned gift usually requires the assistance of the charity’s development professional and/or a knowledgeable advisor such as an attorney, financial planner, or CPA to help structure the gift. The Margaret Hudson Program is able to offer the services of a professional estate planning specialist at no cost to you. We provide advice and complete in-depth information for your Charitable Tax and Financial Planning, and work directly with your lawyer, accountant, or estate planner if necessary.
Please click on the links below to find out more information on our organization and the types of gifts that are possible as a result of the planning process:
1. General brochure on The Margaret Hudson Program
A misconception is that giving through your estate is only for the "wealthy." The truth is, even people of modest means can make a difference through planning.
Gifts can also be made to The Margaret Hudson Program when a donor designates The Margaret Hudson Program as the beneficiary on their life insurance, IRA, or Pension Plan.
Below is language that can be used when making a bequest to The Margaret Hudson Program:
"I give devise and bequest to (organization name), (state: " % of my estate", "the sum of _____" or "the residue of my estate") under this will after the deduction of all debts, funeral expenses, and administration expenses, but before the deduction of any death, inheritance or estate taxes, it being my intention to exonerate this bequest from contributing to the payment of any such taxes."
Mark Loeber is an expert on charitable gift and estate planning. He assists The Margaret Hudson Program in providing the best service for you and your family. His biography is below.
For more information about how to start this process, please contact our Development Office at 918/833-9890.
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.
He has a degree in Business Management with an emphasis in Economics. He audited courses in law school studying Charitable Gift & Estate Planning in Virginia, and is completing 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.
The following information is not intended as legal, tax or accounting advice. For tax advice, please consult your financial professional.