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Planned Giving

Support the mission of Tulsa Air and Space Museum & Planetarium

through endowment gifts and planned giving!

Tulsa Air and Space Museum & Planetarium preserves Oklahoma’s rich aerospace heritage and inspires science-based learning through discovery.  The Tulsa Air and Space Museum & Planetarium endowment ensures that this work will continue for years to come.  Through our partnership with Tulsa Community Foundation (read more) and as a service for our donors and friends, Tulsa Air and Space Museum & Planetarium provides complimentary, confidential, 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. Tulsa Air and Space Museum & Planetarium is able to offer the services of a professional estate planning specialist at no cost to you. The specialist can provide valuable advice and complete in-depth information for your Estate and Planned Giving Needs, and work directly with your lawyer, accountant, or estate planner if necessary. Mark Loeber is an expert on charitable gift and estate planning.  He will assist TASM in providing the best service for you and your family.  His biography is below.

For more information please review our Glossary of Estate Planning Terms.

Why should I make a planned gift?

Planned gifts offer many benefits to the donor. They provide options that enable you to:
• Reduce your income tax and/or avoid capital gains tax
• Increase your current income
• Plan for the financial needs of a spouse or loved one
• Provide inheritances for your heirs at a reduced tax cost
• Diversify your investment portfolio
• Receive income from your personal residence or farm
• Plan for the transfer of your business
• Leave a charitable legacy for future generations

Gifts can also be made to Tulsa Air and Space Museum & Planetarium when a donor designates Tulsa Air and Space Museum & Planetarium as the beneficiary on their life insurance, IRA, or Pension Plan.

For more information about how to start this process, please contact Diana Edens at dedens@tulsamuseum.org or 918-834-9900 x115.


Mark Loeber, Professional Estate Planning Specialist

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.


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.

This information is not intended as legal. tax or accounting advice. For tax advice, please consult your financial professional.

Tulsa Air and Space Museum is a charitable organization per IRS Code 501 (c) (3). Thank you for your support.