Planned Giving Contacts

The Foundation's Planned Giving Staff can answer questions you have related to wills, trusts and planned gifts. Also, if your church is interested in having a Foundation representative conduct an estate planning presentation for your congregation or small group, please contact us to schedule one. We also offer a 90-second video that explains the benefits of estate planning for families, individuals and ministries. The brief video is ideal to play before a worship service.

 

Donor Services VP 

 

Dan Allen
Chief Development Officer
Senior Vice President, Donor Services
E-mail
6309 E. 102nd Street, Suite A
Tulsa, Oklahoma 74137
1.888.480.6191
918.493.4157, ext. 101
Fax: 918.493.2973




 

 

 

 NW Oklahoma Manager Curt Gathright
Northwest Area Manager
E-mail
3800 N. May Avenue
Oklahoma City, Oklahoma 73112
1.800.949.9988
405.949.9500, ext 104
Fax: 405.948.7862
 OKC Stewardship Counselor

 

Kathy Lee Hatchett
OKC Area Manager
Estate Stewardship Counselor
Women's Estate Planning Educator

E-mail
3800 North May Avenue
Oklahoma City, Oklahoma 73112
1.800.949.9988
405.949.9500, ext 103
Fax: 405.948.7862

 

 

 

 SW Oklahoma Manager Paul Kersh
Southwest Area Manager
E-mail
3800 North May Avenue
Oklahoma City, Oklahoma 73112
1.800.949.9988
405.949.9500, ext. 109
Fax: 405.948.7862
 SE Oklahoma Manager

 

David Polk
Southeast Area Manager
E-mail
333 W. Main Street, Ste. 480
Ardmore, Oklahoma 73401
1.877.331.4823
580.226.0005
Fax: 580.226.4567

 

 

 

 Planned Giving Manager

 

Michael P. Romero
Oklahoma City Area Manager
E-mail
3800 North May Avenue
Oklahoma City, Oklahoma 73112
1.800.949.9988
405.949.9500, ext. 105
Fax: 405.948.7862

 

 

 

 NE Area Manager Jerry Zumwalt
Northeast Area Manager
E-mail
6309 E. 102nd Street, Suite A
Tulsa, Oklahoma 74137
1.888.480.6191
918.493.4157, ext. 102
Fax: 918.493.2973

Staff Contacts

Make A Will


Call us for more information on wills or trusts. 1.800.949.9988 or at the top of this page select Begin Your Estate Plan Now.