Planned Giving at Catholic Foundation of Oklahoma

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Charitable Lead Trusts

(Is this gift for you?)

A charitable lead trust is for you if ...

  • You hold appreciating assets that you want to pass on to the next generation
  • You want to reduce your gift and estate taxes.
  • Your planning objective is to preserve the value of your estate, not increase your income or reduce your income tax
  • You are looking for techniques that will give your family more of your estate over a longer period of time
  • You want your gift to provide a stream of income to us

For more information

Email us, complete the personal illustration form, or call us at 405-721-4115 so that we can assist you through every step of the process.


The Catholic Foundation
7501 N.W. Expressway
Oklahoma City, OK 73123
405-721-4115 | Fax: 405-721-4114
E-mail: tcasso@catharchdioceseokc.org

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