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The Legacy Society

The Legacy Society acknowledges individuals who have demonstrated commitment to their community by including the Tulsa Fiduciary Fund in their estate planning.

There are several ways to join The Legacy Society through planned giving, including: bequests, IRA designations, charitable trusts, charitable gift annuities, and gifts of life insurance. Donors can positively impact their favorite charities and often enjoy significant tax and financial benefits.

Legacy Society Members

Carol Poarch
David Poarch

Please contact us if you would like to explore the benefits of planned giving. If you have included Tulsa Fiduciary Fund in your estate plans, please let us know!