THE ADVANCEMENT GROUP
- Planned giving
- 2-5 staff
- Tulsa, Oklahoma
- Founded 1995
5 clients on Form 990CFRE on staff
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About
The Advancement Group (TAG) provides legacy giving, planned giving, and major gift consulting to nonprofits, educational institutions, and ministries. Founded in 1995, they serve as the planned giving office for Tulsa Community Foundation and 60+ organizations.
- Sectors served
- HealthHuman servicesFaith-based
Named clients
- Clients on record
- 7
- 1 on Form 990
- 990 fees reported
- $991K
- across 4 engagements
- Typical fee
- $246K
- largest $273K
- Years on record
- 2019–2023
- from 990 filings
| Source | ||||
|---|---|---|---|---|
| Tulsa Community FoundationTulsa, OKEndowment & planned giving servicesForm 990 · 2023Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Form 990 · 2023Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Endowment & planned giving services | $273,000 | |
| Tulsa Community FoundationTulsa, OKPlanned giving servicesForm 990 · 2022Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Form 990 · 2022Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Planned giving services | $232,610 | |
| Tulsa Community FoundationTulsa, OKPlanned giving servicesForm 990 · 2020Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Form 990 · 2020Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Planned giving services | $260,103 | |
| Tulsa Community FoundationTulsa, OKEndowment & planned giving servicesForm 990 VII-B · 2019Listed in Part VII-B of the nonprofit's Form 990, among its five best-paid contractors of any kind. These aren't on Schedule G, so they aren't counted in 990 fees reported. | Form 990 VII-B · 2019Listed in Part VII-B of the nonprofit's Form 990, among its five best-paid contractors of any kind. These aren't on Schedule G, so they aren't counted in 990 fees reported. | Endowment & planned giving services | $248,039 | |
| Tulsa Community FoundationTulsa, OKEndowment & planned giving servicesForm 990 · 2019Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Form 990 · 2019Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Endowment & planned giving services | $225,758 | |
| Joyce Meyer MinistriesFenton, MOFirm website | Firm website | — | — | |
| Philbrook MuseumFirm website | Firm website | — | — | |
| St. John Medical Center FoundationFirm website | Firm website | — | — | |
| Tulsa Community College FoundationTulsa, OKFirm website | Firm website | — | — | |
| Tulsa OperaFirm website | Firm website | — | — |
Key staff
Where they work
Memberships
- CFRE on staff