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300 SE Adams Blvd,
Bartlesville, OK

Legacy (Planned) Giving

Donors set up endowments for many reasons: love of their community; a special passion to provide cultural and educational services; or the joy in strengthening our community center for future generations.

Contributions through wills and estates have a significant impact on building a strong, permanent endowment to secure a solid financial future for the Bartlesville Community Center.

Your legacy gift can have a profound impact on our community. Planned gifts — large and small — are a lasting way to ensure our future and our programs for the community.

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

  • A charitable gift annuity
  • A charitable remainder trust
  • A charitable lead trust
  • Retirement plan assets
  • Life insurance policies
  • And more...

Our planned giving office is comprised of professionals, whose only goal is to serve your family and financial needs, offering advice at no cost to you. They know what legacy planning entails, the factors involved, and can customize a legacy plan that reflects your unique family characteristics. In addition, you can leave a gift to the organization(s) you most passionately support.

If you would like to consider a planned gift, we invite you to contact Val Callaghan, Managing Director at 918-337-2787 or by contact our planned giving office directly at 918-491-0079.

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