https://www.tulsafiduciaryfund.org/investmentmanagement daily 0.75 2023-01-24 https://www.tulsafiduciaryfund.org/whoweare daily 0.75 2026-02-06 https://images.squarespace-cdn.com/content/v1/629e5ddea4294c62c197641d/1654629248024-YPFJ1GMRQZLNE61I1HQZ/dp.jpg Who We Are https://images.squarespace-cdn.com/content/v1/629e5ddea4294c62c197641d/1654629359198-PJWI2BEMWO5JZQERMMM9/bk.jpg Who We Are https://images.squarespace-cdn.com/content/v1/629e5ddea4294c62c197641d/1654629407086-KRSMLB574DCB1D0212IP/sandy.jpg Who We Are https://images.squarespace-cdn.com/content/v1/629e5ddea4294c62c197641d/1654629510064-CG3KCKWGASB11G8LRBYP/sarah+jane.jpg Who We Are https://images.squarespace-cdn.com/content/v1/629e5ddea4294c62c197641d/1654629593273-TD5VFNA1XO4CFIN01ZCY/lynn.jpg Who We Are https://images.squarespace-cdn.com/content/v1/629e5ddea4294c62c197641d/1654629698719-AE5744SEBFXRKKQXQKI5/andy.png Who We Are https://images.squarespace-cdn.com/content/v1/629e5ddea4294c62c197641d/216a7068-e4ff-4cbc-a827-5a820478820b/tanya.jpg Who We Are https://images.squarespace-cdn.com/content/v1/629e5ddea4294c62c197641d/afec108e-1699-4105-b023-a7f141ae4223/john+clayman.png Who We Are https://images.squarespace-cdn.com/content/v1/629e5ddea4294c62c197641d/c7706a99-a88d-4c67-b242-b3f108a65755/ziola.jpg Who We Are https://images.squarespace-cdn.com/content/v1/629e5ddea4294c62c197641d/ec41179f-3d53-4cee-be45-4e82bf455233/ab2024.jpg https://www.tulsafiduciaryfund.org/contact-us daily 0.75 2024-06-10 https://images.squarespace-cdn.com/content/v1/629e5ddea4294c62c197641d/c8640c49-8f47-4ae8-8e94-a98486928d0a/Contact+Us.jpg Contact Us - Contact us. info@tulsafiduciaryfund.org (918) 582-6864 1616 East 15th St. Tulsa, Oklahoma 74120 https://www.tulsafiduciaryfund.org/get-started daily 0.75 2022-10-27 https://www.tulsafiduciaryfund.org/supported-organizations daily 0.75 2026-02-06 https://www.tulsafiduciaryfund.org/dafs daily 0.75 2023-02-24 https://images.squarespace-cdn.com/content/v1/629e5ddea4294c62c197641d/86945e64-461c-42ac-814d-65840ff144a9/Taxes.jpg Donor Advised Funds - Tax Advantages Immediate income tax deduction for contributions, subject to IRS limits. No capital gains tax on appreciated securities donated to the fund (if they have been held for more than one year). No tax on income or capital gains on investments in the fund. Receive one tax receipt. https://images.squarespace-cdn.com/content/v1/629e5ddea4294c62c197641d/220d4b7d-520a-40ed-86a2-a3d57c0cc5fc/Convenience.jpg Donor Advised Funds - Flexibility and Convenience Contributions can be made at any time, by anyone (individuals, trusts, corporations, private foundations). Grant recommendations can be made at any time. Grant checks are issued within two business days - subject to the Foundation’s due diligence review. Can support any qualified 501(c)(3) publicly supported organization in the United States. International grantmaking is permitted in accordance with IRS guidelines. Donor can name other charitable advisors to continue/encourage philanthropic giving long term. Grants may be anonymous -or- given in the fund name the donor requests. No annual payout requirement. https://images.squarespace-cdn.com/content/v1/629e5ddea4294c62c197641d/c54680a2-fbc5-4b00-b5b2-6815fbe00186/Succession+Planning.jpg Donor Advised Funds - Succession Planning (upon Death, Incapacity, Specific Date, Specific Event) Can name individual successors (primary and contingent) with specific allocation percentages. Can name individual charitable organizations to receive periodic distributions. Will be expressed in terms of years and annual distribution percentage (minimum 5 years). Can name the Tulsa Forever Fund (the Tulsa Fiduciary Fund’s unrestricted endowment), which supports local charities. The Board of the Tulsa Fiduciary Fund overseas the use of these funds and determines how grants will be distributed. https://www.tulsafiduciaryfund.org/the-tulsa-forever-fund daily 0.75 2022-08-31 https://images.squarespace-cdn.com/content/v1/629e5ddea4294c62c197641d/86945e64-461c-42ac-814d-65840ff144a9/Taxes.jpg Tulsa Forever Fund - Tax Advantages Immediate income tax deduction for contributions, subject to IRS limits. No capital gains tax on appreciated securities donated to the fund (if they have been held for more than one year). No tax on income or capital gains on investment in the fund. Receive one tax receipt. Eligible to receive donations from IRAs - via Qualified Charitable Distribution rules. https://images.squarespace-cdn.com/content/v1/629e5ddea4294c62c197641d/d330bff2-ce17-4722-a929-fa7362f8ff7e/spending+policy.jpg Tulsa Forever Fund - Annual Spending Policy Generally, the Board applies a 3%-7% spending policy for endowment funds, exclusive of annual operating expenses paid to Tulsa Fiduciary Fund, which is reviewed from time to time. The spendable income is determined annually based on a 12-quarter rolling market average of the Fund. https://www.tulsafiduciaryfund.org/financials daily 0.75 2026-01-07 https://www.tulsafiduciaryfund.org/donor-designated-funds daily 0.75 2022-08-31 https://images.squarespace-cdn.com/content/v1/629e5ddea4294c62c197641d/86945e64-461c-42ac-814d-65840ff144a9/Taxes.jpg Donor Designated Funds - Tax Advantages Immediate income tax deduction for contributions, subject to IRS limits. Eligible to receive donations from IRAs - via Qualified Charitable Distribution rules.* No capital gains tax on appreciated securities donated to the fund (if they have been held for more than one year). No tax on income or capital gains on investments in the fund. Receive one tax receipt. https://images.squarespace-cdn.com/content/v1/629e5ddea4294c62c197641d/d330bff2-ce17-4722-a929-fa7362f8ff7e/spending+policy.jpg Donor Designated Funds - Annual Spending Policy Endowed Donor Designated Fund - assets are pooled with general endowment for long term growth. Annual spending is calculated using a spending policy (3% -7% of fund value) determined each year by the Board of Directors to help preserve intergenerational equity. Non-Endowed Donor Designated Fund - assets are pooled with general endowment for long term growth. Annual spending is determined at time of the gift. Grants may be anonymous -or- given in the fund name the donor requests. https://www.tulsafiduciaryfund.org/home daily 1.0 2024-06-10 https://images.squarespace-cdn.com/content/v1/629e5ddea4294c62c197641d/5923e560-5dc7-489d-a494-34c3e5c8703b/pexels-dio-hasbi-saniskoro-3280130.jpg Home - “Never doubt that a small group of thoughtful, committed, citizens can change the world. Indeed, it is the only thing that ever has.” — Margaret Mead https://www.tulsafiduciaryfund.org/mission-core-values daily 0.75 2022-10-27 https://images.squarespace-cdn.com/content/v1/629e5ddea4294c62c197641d/1654715442115-KLL5RZNH11UFINNY8PCL/transparency.jpg Mission & Core Values - Transparency We believe in openly and honestly conveying the information as we know it. We provide full disclosure on: conflicts of interest (perceived or otherwise), administration of the fund, current donors and grant making practices. https://images.squarespace-cdn.com/content/v1/629e5ddea4294c62c197641d/298ca1c0-5ee8-4ac5-880f-b5996b2883cf/fiduciary.jpg Mission & Core Values - Fiduciary We believe donors’ interests come first. We act at all times for the sole benefit and interest of our donors. We must give unbiased advice and fully disclose all conflicts of interest. It’s so important to us we even put it in our name! https://images.squarespace-cdn.com/content/v1/629e5ddea4294c62c197641d/9922e685-2c7c-43d7-8d09-adb72dcda5d1/fees.jpg Mission & Core Values - Fees We believe in maximizing our donors’ impact in the community. We are committed to providing competitive investment returns without excessive investment or administrative fees. https://www.tulsafiduciaryfund.org/the-legacy-circle daily 0.75 2025-09-18 https://www.tulsafiduciaryfund.org/transparency daily 0.75 2022-10-27 https://www.tulsafiduciaryfund.org/current-funds daily 0.75 2025-11-25 https://www.tulsafiduciaryfund.org/fees daily 0.75 2023-01-26 https://www.tulsafiduciaryfund.org/unrestricted-endowment daily 0.75 2022-10-27 https://images.squarespace-cdn.com/content/v1/629e5ddea4294c62c197641d/86945e64-461c-42ac-814d-65840ff144a9/Taxes.jpg Unrestricted Endowment - Tax Advantages Immediate income tax deduction for contributions, subject to IRS limits. Eligible to receive donations from IRAs - via Qualified Charitable Distribution rules. No capital gains tax on appreciated securities donated to the fund (if they have been held for more than one year). No tax on income or capital gains on investments in the fund. Receive one tax receipt. https://images.squarespace-cdn.com/content/v1/629e5ddea4294c62c197641d/d330bff2-ce17-4722-a929-fa7362f8ff7e/spending+policy.jpg Unrestricted Endowment - Annual Spending Policy Generally, the Board applies a 3%-7% spending policy for endowment funds, exclusive of annual operating expenses paid to Tulsa Fiduciary Fund, which is reviewed from time to time. The spendable income is determined annually based on a 12-quarter rolling market average of the Fund. https://www.tulsafiduciaryfund.org/transparency-copy daily 0.75 2026-02-18 https://www.tulsafiduciaryfund.org/historical-returns daily 0.75 2026-02-06 https://www.tulsafiduciaryfund.org/investment-management daily 0.75 2026-02-06 https://www.tulsafiduciaryfund.org/field-of-interest-fund daily 0.75 2022-11-07 https://images.squarespace-cdn.com/content/v1/629e5ddea4294c62c197641d/86945e64-461c-42ac-814d-65840ff144a9/Taxes.jpg Field of Interest Fund - Tax Advantages Immediate income tax deduction for contributions, subject to IRS limits. Eligible to receive donations from IRAs - via Qualified Charitable Distribution rules. No capital gains tax on appreciated securities donated to the fund (if they have been held for more than one year). No tax on income or capital gains on investments in the fund. Receive one tax receipt. https://images.squarespace-cdn.com/content/v1/629e5ddea4294c62c197641d/d330bff2-ce17-4722-a929-fa7362f8ff7e/spending+policy.jpg Field of Interest Fund - Annual Spending Policy Generally, the Board applies a 3%-7% spending policy for endowment funds, exclusive of annual operating expenses paid to Tulsa Fiduciary Fund, which is reviewed from time to time. The spendable income is determined annually based on a 12-quarter rolling market average of the Fund. https://www.tulsafiduciaryfund.org/pageae daily 0.75 2025-11-05 https://www.tulsafiduciaryfund.org/pageae-1 daily 0.75 2023-07-20