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Give with Purpose and Confidence

Brooks Bank's trust professionals help individuals and families structure charitable giving that maximizes impact, honors your values, and provides meaningful tax benefits.

Charitable Giving

Supporting What Matters

Philanthropy is at the heart of Brooks Bank's mission. Through our trust department, we work with families and individuals to help them realize their personal charitable goals by creating estate plans that benefit their favorite charities and causes. A corporate fiduciary is the logical choice to serve as trustee of a perpetual charitable trust. We also offer professional management to the boards and staff of area nonprofits, providing detailed record-keeping and investment services that allow board members to focus on fund-raising and fulfilling their charitable missions.

Disclosure: Investments and insurance offered through the Trust Department of Brooks Bank are not insured by the FDIC, are not deposits or other obligations of, and are not guaranteed by, any bank or any bank affiliate. Investments are subject to risks, including possible loss of principal amount invested.

Trusted Stories ‍in Motion

Tim Osborn

Osborn Farms

A True Believer in Brooks Bank

"They will work with you if you fall on hard times. If you're honest, any way they can, they will help you get through that rough spot. So I am a true believer in Brooks Bank. Your money's safe there."

Heather Hill

Hill’s Land & Construction

It's All About Families and Community

"If you include my grandpa, it's probably over 50 years that we've banked at that same location. I've used them my entire life. It's not about just banking when it's Brooks Bank. It's truly about families and community."

Blake Elliott

Standley Systems

They Changed the Trajectory of Our Company

"Brooks Bank helped finance a big opportunity that we had which really took us from servicing and operating in just a small portion of Oklahoma to being able to cover all 77 counties and do it at a scale where it worked really well for us. And that changed the whole trajectory of our company."

Faqs

Frequently Asked Questions

Does the bank help facilitate the donation of non-cash or complex assets?

Yes. Our trust department can assist with the donation of appreciated stock, real estate, mineral interests, and other complex assets. These types of gifts can offer significant tax advantages compared to cash donations. We work with your advisors to ensure the transfer is handled properly.

What are the benefits of a Charitable Remainder Trust?

A charitable remainder trust provides you with income during your lifetime and then distributes the remaining assets to your chosen charity. It can offer an immediate income tax deduction, reduce estate taxes, and allow you to avoid capital gains on appreciated assets. Brooks Bank can serve as trustee to manage the trust professionally.

How does a Donor-Advised Fund work for Oklahoma donors?

A donor-advised fund allows you to make a charitable contribution, receive an immediate tax deduction, and then recommend grants to your favorite charities over time. Brooks Bank's trust department can help you establish and manage a donor-advised fund as part of your overall giving strategy.

How can I ensure my charitable gift is used for its intended purpose?

By structuring your gift through a trust or fund with specific terms, you can direct how and when your charitable dollars are used. Brooks Bank, as a corporate fiduciary, ensures that the terms of your charitable trust or fund are honored and that your intentions are carried out.

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Can I involve my children and grandchildren in my charitable giving plan?

Yes. Many families use charitable giving as an opportunity to teach younger generations about values, stewardship, and community engagement. Brooks Bank trust officers can help you structure giving plans that involve your children and grandchildren in the decision-making process.

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How can I maximize tax savings while supporting Oklahoma nonprofits?

Charitable giving strategies like donor-advised funds, charitable remainder trusts, and gifting appreciated assets can all provide meaningful tax benefits while supporting the causes you care about. Our trust professionals work with your tax advisor to structure your giving for maximum impact.

Get in touch today!

Have questions or need assistance? Our team is here to help. Whether you’re looking for more information about our services, need support with your account, or want to explore how we can work together, feel free to reach out. Contact us anytime and we’ll get back to you as quickly as possible.

*Do not provide confidential personal or account information when completing this form.

info@Brooks.Bank

(405) 224-2200