Tulsa Community Foundation

A helpful reminder for advisors and their clients making stock gifts to charity.

When contributing appreciated securities to a Donor Advised Fund (DAF), the charitable deduction is based on the average of the day's high and low prices, not the closing price. It's a nuance worth explaining before clients see their tax return.

TCF handles appreciated securities transfers every day and is here to help. Reach out anytime. 🔗

Professional Advisor News: Reminding Clients About Stock Gifts | Tulsa Community Foundation As an attorney, CPA, or financial advisor, you are well aware that your clients are typically better off from a tax perspective if they donate to charity by giving appreciated stock held for more than one year instead of writing a check. That’s because the client’s charitable deduction is calcul...

Don't wait until December. 🍂

"Bunching" your charitable gifts, paired with a Donor Advised Fund at TCF, can maximize your tax benefits while keeping steady support flowing to your favorite nonprofits.

Start the conversation with your advisors now and loop in the TCF team. 🔗

Early Birds, “Bunching,” and Planning for Year-End | Tulsa Community Foundation When “back to school” enters your vocabulary, you know the rest of the year will go by in a flash! That’s why it’s important to check in on your charitable goals for 2026 before fall gets into full swing. Otherwise, you may find yourself scrambling to synchronize tax planning, financial plan...

Life changes. Your charitable plan should too.

Maybe you set up your giving years ago and haven't revisited it since. Your priorities may have shifted, your family has grown, or the community around you looks different than it did.

TCF is always happy to serve as a sounding board. Here are a few questions worth asking yourself:

Checking In On Your Charitable Plan | Tulsa Community Foundation “Life is what happens to you while you’re busy making other plans.” — John Lennon You’ve certainly heard that well-known quote. But have you thought about it in the context of your charitable giving? It’s common to create a charitable giving plan during a particular season of life. Perha...

A note for professional advisors working with business owners in the Tulsa area: business succession events can represent the largest liquidity moment in a client's lifetime. They are also one of the most important and time-sensitive windows for charitable planning.

TCF outlines the key questions advisors should raise with clients, and why the conversation should start well before a transaction is on the table:

Professional Advisor News: Business Succession Planning | Tulsa Community Foundation At Tulsa Community Foundation (TCF), we work with a wide range of individuals, families, and businesses for whom charitable giving is a priority, especially related to supporting causes in the Tulsa community that improve the quality of life for everyone. In many cases, we’re helping business owne...

TCF currently has 5 grant programs accepting applications, with funding available for 501(c)(3) organizations working in arts and humanities, eye care, pediatric health, home health, wellness, small business education, and financial literacy. Deadlines are September 4, 2026. Find eligibility guidelines and application links here: https://tulsacf.org/current-funding-opportunities-for-nonprofits/
There is also a separate fundraising certificate opportunity through Oklahoma Center for Nonprofits with scholarships available to Tulsa-area organizations.

Current Funding Opportunities for Nonprofits | Tulsa Community Foundation Tulsa Community Foundation (TCF) is pleased to announce multiple funding opportunities available for eligible nonprofit organizations. Grant applications are now open from the following funds: Arts & Humanities Council Tulsa Foundation Fund Eye Concerns Assistance Fund Healthcare Grants Program Fund...

If your Donor Advised Fund lives at a national or commercial provider, there may be a more connected way to give. Moving your DAF to TCF means gaining local expertise, community relationships, and a team that truly knows this work. And the process is more straightforward than most people expect.

Read the step-by-step guide:

Closer to Home: Steps to Move Your Donor Advised Fund to TCF | Tulsa Community Foundation At Tulsa Community Foundation (TCF), we work with a wide range of donors who want to support favorite charities and causes they care about. Sometimes we meet with individuals and families who have already begun their charitable giving journey by establishing a Donor Advised Fund (DAF) at a national....

Your Donor Advised Fund at TCF is more powerful than you might expect! Whether you're selling a business, planning for retirement, or looking to involve your family in giving, a DAF can offer flexibility you didn't know you had.

Read our latest article to see what's possible:

All That and More: Your DAF May Surprise You | Tulsa Community Foundation You might initially think of a Donor Advised Fund (DAF) as a simple charitable savings account: contribute assets, immediately receive a tax deduction, if eligible, and recommend grants to your favorite 501(c)(3) nonprofits over time. While that is certainly true, many people are surprised to learn....

The TCF team recently visited Bike Club's new headquarters at Bales Park. Bike Club meets after school with students from 37 Tulsa Public Schools for weekly rides September through May. Students work on cycling skills, life skills like confidence and respect, and even STEM learning. Students who complete the program earn a bicycle and helmet. Beyond the classroom, Bike Club offers free bike maintenance and safety checks at community pop-ups and weekly guided mountain biking rides for individuals with physical challenges. It's so much more than bikes. It's community building at its best.

Learn more at https://bikeclubtulsa.com/. 🚲

QCDs indexed at $111,000/person for 2026, and the proposed Charity Parity Act could extend treatment to workplace retirement plans [401(k)s, 403(b)s, and 457(b)s]. A practical tool for those over 70½ seeking tax-efficient charitable giving:

Professional Advisor News: Retirement plans and charitable giving | Tulsa Community Foundation You’ve no doubt noticed that Qualified Charitable Distributions (“QCDs”) continue to gain traction as one of the most practical and effective charitable planning tools for clients over age 70 ½. By allowing eligible clients to transfer funds directly from an IRA to a qualified charity without...

A simple introduction can lead to better charitable outcomes. If you work with professional advisors (attorneys, CPAs, financial planners), consider connecting them with our TCF team. The collaboration often results in more impactful giving strategies. Here's why it matters:

“Nice to meet you”: Introducing Your Advisors to the TCF Team | Tulsa Community Foundation At Tulsa Community Foundation (TCF) we are honored to work with many individuals, families, and businesses who support the causes that matter most to them and help make our entire community a better place to live. In many cases, trusted professional advisors, including attorneys, CPAs, and financial...