New Endowment Fund Started

Leave your legacy helping generations to come

“We have set our sights on reaching our long term endowment goal of raising $2 million dollars, and been given an exciting challenge,” said Dee Anne Ayles, senior manager of tax services with Ernst & Young LLP. Dee Anne serves as Street School’s Endowment Chair and is championing the challenge.

Donors have many opportunities to help us reach our goal. For example, once we raise $100,000 for the endowment, the Bezalel Foundation will contribute $50,000 to the Street School endowment.

Street School has also been selected to participate in the Tulsa Community Foundation’s Planned Giving Partnership program, which is another avenue in which donors can help fund our endowment. This program assists donors in the process of meeting their family and philanthropic goals through thoughtful long-term planning.

A significant advantage of this Planned Giving Partnership program is the free advice and consultation it provides to donors. The Tulsa Community Foundation has hired a very reputable local planned giving advisor, Mark Loeber with The Advancement Group, who provides services to all potential donors at no cost to Street School or the donor whether they ultimately make a gift or not.

Street School is excited to have taken the steps necessary to make our program’s future even more successful than we are today at meeting the needs of Tulsa’s at-risk youth through an endowment, and we ask for your support.

If you would like more information about the challenge and Street School’s endowment, please contact Dee Anne at (918) 560-3764 or David Urich at (918) 833-9813 or email him at urichda@tulsaschools.org.

 
Dee Anne Ayles
Endowment Chair

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Mark T. Loeber of The Advancement Group

Mark has more than 20 years of experience in the area of charitable gift and estate planning. His skill and knowledge have helped thousands of donors as well as financial professionals and enrolled agents with the IRS on advanced charitable and estate planning issues.

He has a degree in Business Management with an emphasis in Economics. He audited courses in law school studying Charitable Gift & Estate Planning in Virginia, and is completing the Certified Financial Planning (CFP) and Certified Gift Planner (CGP) designations.

One of Mark’s greatest passions is helping individuals discover which charitable tools and techniques can best provide for the needs of them and their families.

Mark T. Loeber