For more information on the Challenge Grant program, click here. If you would like to participate in helping DVIS/Call Rape with their goal of $100,000, please call Katherine Silvey at 918.508.2709 for information on how to get started.
If you have already included DVIS in your plan, please click on the following gift verification link so that we are able to use your gift towards our goal. All of your information will remain confidential.
Challenge Grant Gift Verification Form
Supporting the mission of DVIS through planned giving
The mission of DVIS is to rebuild lives affected by domestic violence and sexual assault through advocacy, shelter, counseling, and education. The DVIS planned giving department is key to building the endowment and ensuring that the work continues for years to come. Through our partnership with Tulsa Community Foundation (read more) and as a service for our donors and friends, DVIS provides complimentary, confidential, estate 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 adviser such as an attorney, financial planner, or CPA to help structure the gift. DVIS is able to offer the services of a professional estate planning specialist at no cost to you. We provide advice and complete in-depth information for your Charitable Tax and Financial Planning, and work directly with your lawyer, accountant, or estate planner if necessary.
Please click on the links below to find out more information on our organization and the types of gifts that are possible as a result of the planning process:
1. DVIS Agency Brochure
2. Planned giving brochures:
a. The Heart of Planned Giving
b. The Art of Planned Giving
c. Transfer Your Value and Values
d. Taking Refuge in a Trust
e. Charitable Gift Annuities
3. Donor datasheet
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.
Gifts can also be made to DVIS when a donor designates DVIS as the beneficiary on their life insurance, IRA, or Pension Plan.
Below is language that can be used when making a bequest to DVIS:
"I give devise and bequest to (organization name), (state: " % of my estate", "the sum of _____" or "the residue of my estate") under this will after the deduction of all debts, funeral expenses, and administration expenses, but before the deduction of any death, inheritance or estate taxes, it being my intention to exonerate this bequest from contributing to the payment of any such taxes."
Mark Loeber is an expert on charitable gift and estate planning. He assists DVIS in providing the best service for you and your family.
We are here to help you provide a
legacy of hope and safety. Our goal is to provide you and your family
professional information to create the best plan for your individual
needs. We are happy to provide you with a copy of our 501(c)(3) or tax
id letter upon request. I can be reached at 918.508.2709 or firstname.lastname@example.org. We look forward to working with you.
Katherine Silvey, Director of Development
This information is not intended as legal, tax or accounting advice. For tax advice, please consult your financial professional.