DONATIONS AND GIFTING

Support Concordia with gifts of cash, checks, money orders, credit cards or stocks. By mail, please address to:

Concordia Life Plan Community
Attn: Donor Support Program
7707 W. Britton Road
Oklahoma City, OK 73132

Planned gifts can include:

• Refundable Entrance Fee Agreement
• Bequests from a Will or Trust
• Charitable Gift Annuities
• IRA or other Qualified Retirement Plan Beneficiary Designation
• Insurance Plan Beneficiary Designation
• Real Estate or Tangible Personal Property

Non-cash contributions, such as furniture, electronics, large print books, program supplies, artwork, vehicles, etc., can support Concordia’s mission. For questions about in-kind donations or our Gift Acceptance Policy, please call Paige Mills-Haag at (405) 219-2927.

Your employer may offer matching gift programs that will match your donation. Some companies also offer employees the option to donate to Oklahoma City charities via payroll deduction.

Reach out to a human resources representative within your organization to determine if they will match your contribution or allow for one-time or recurring donations to Concordia Life Plan Community.

If a matching gift from your employer is available, please complete the appropriate form they provide and send it with your gift receipt to:

Concordia Life Plan Community
Attn: Donor Support Program
7707 W. Britton Road
Oklahoma City, OK 73132

Commemorate a birthday, anniversary or the life of a loved one by making a tribute gift to Concordia Life Plan Community.

We will send a letter notifying the individual or family that a gift was made in their honor or in memory of a loved one. Please include the name and address of the recipient, and we will send a letter to notify them of the donation.

One of the simplest ways to give is through our secure online donation form. It only takes a minute, and your gift is fully tax-deductible.

You can choose to make a general donation or designate your gift to benevolent care, which directly supports residents who need help with living expenses. Simply select your preference when completing the form, located here.

To make a phone donation, please call Julie Davis at (405) 454-8784 during regular business hours.

To send your senior living charitable contribution by mail, please make your check or money order payable to Concordia Life Plan Community and addressed to:

Concordia Life Plan Community
Attn: Donor Support Program
7707 W. Britton Road
Oklahoma City, OK 73132

Depending on your charitable intent and stewardship goals, you may choose to give through formal gift instruments. These may include bequests, trusts or other planned giving tools. You can also include a Christian Preamble in your will or living trust to express your faith and values.

A charitable gift annuity is a formal agreement between a donor and a trusted foundation. The donor transfers assets, such as cash or publicly traded securities, and in return, the foundation provides fixed payments for the lifetime of one or two individuals.

A gift annuity may be established with as little as $5,000. Some donors choose to contribute low-yield stock, as gift annuities may offer a more favorable return. The payment amount is determined at the time the gift is made and is based on the annuitant’s age and the value of the contribution.

After the annuitant or annuitants pass away, the remaining funds are directed to the donor’s chosen charitable organization, such as Concordia Life Plan Community.

A charitable remainder trust allows you to receive income now while supporting a charitable mission in the future. When the trust ends, the remaining assets are donated to the ministry or charity of your choice.

This type of trust can be funded with cash, publicly traded securities or real estate. The best trust structure for you will depend on your assets and long-term stewardship goals.

There are two common types of “straight-pay” charitable remainder trusts:

• Charitable Remainder Unitrust (CRUT): Provides an annual payment based on a fixed percentage of the trust’s value, which is recalculated each year. Payout rates typically range from 5 to 6.5 percent. The trust’s assets are reinvested to support future payments.
• Charitable Remainder Annuity Trust (CRAT): Pays a fixed annual amount based on the value of the assets at the time the trust is created. The payment remains constant for the life of the trust.

Establishing a charitable remainder trust can be complicated. For more information, consult your gift planning counselor or financial advisor.

An endowment fund is a gifting arrangement between you and a trusted foundation. Through this agreement, you designate a specific charity or ministry to receive support from your gift over time.

The amount and timing of the distributions can be tailored to match your charitable goals. The foundation you select manages the fund, invests the assets and distributes income to the chosen organizations.

Endowment funds can be structured in several ways. To explore the best option for your stewardship goals, consult your financial advisor or a gift planning counselor.

Concordia Life Plan Community welcomes inquiries about gifts in the form of retirement assets, stocks or securities, real estate, artwork, life insurance policies and other tangible personal property. Please contact us to discuss your giving options.