Serving Tulsa Community Since 1976

tel 918.610.TREE

Evergreen Society

By making a gift through your will or trust to Up With Trees, you can help Tulsa’s Urban Forest continue to thrive for generations to come.

Planned Gifts to Up With Trees can be made through bequests in wills and trusts, gift annuities, insurance beneficiaries, and more. No matter what you think you do or do not have, everyone has something to give (you cannot take it with you). The Up With Trees Development staff can help you leave a lasting legacy for Tulsa’s urban forest!

Planned Giving services are provided through the Tulsa Community Foundation Planned Giving Partnership Program. This means we can offer you complimentaryconfidentialprofessional estate planning services to help you benefit your family, and the causes you’re most passionate about.

The most common planned gift is a bequest in your will or trust. Other planned gifts include:

  • A charitable gift annuit
  • A charitable remainder trust
  • A charitable lead trust
  • Retirement plan assets
  • Life insurance policies
  • And more…

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To learn more about planned giving and how you can join the Up With Trees Evergreen Society please contact Julie Etchison, Development Director, at 918-610-833 or email jetchison@upwithtrees.org. You can also contact our Evergreen Society planned giving office directly and schedule a complimentary meeting with Mark Loeber, at The Advancement Group, by calling 918-491-0079.

If you are 70 1/2 or older, you can take advantage of an important incentive for charitable giving. Right now, there is a great opportunity for giving out of your IRA as a result of the PATH Act.

You can make a gift to Up With Trees and receive a benefit! This donation counts towards your required minimum distribution and is not taxable income.

Learn more today by calling our Planned Giving offices at (918) 491-0079.