https://www.tagpg.org/legacygiving daily 0.75 2024-04-18 https://images.squarespace-cdn.com/content/v1/5ec431d749de53091e43c231/1592515809357-E36SK2LIM0V09KWTPHIF/Legacy+Planning DONOR SERVICES LEGACY PLANNING https://images.squarespace-cdn.com/content/v1/5ec431d749de53091e43c231/1592851839714-Z2GQC0HTKP2VDDAT1SSE/Special+Needs+Trust DONOR SERVICES SPECIAL NEEDS TRUST PLANNING https://images.squarespace-cdn.com/content/v1/5ec431d749de53091e43c231/1592853431126-RS2C8P6QEFFAJ4XKR88D/Tax+Strategies DONOR SERVICES GIVING TAX STRATEGIES https://www.tagpg.org/about-tag daily 0.75 2025-08-14 https://images.squarespace-cdn.com/content/v1/5ec431d749de53091e43c231/1592326306410-9FYJDEWU2ADTRSH7S3WF/TAG+RESULTS ABOUT TAG https://images.squarespace-cdn.com/content/v1/5ec431d749de53091e43c231/1591714017131-OBRMFSVMIHY3XAS9DO7F/Mark+Loeber%2C+The+Advancement+Group ABOUT TAG MEET MARK… Mark Loeber is the Founder and CEO of The Advancement Group with over 38 years of specializing in the areas of estate, financial and charitable gift planning. “When I discovered giving changed the world, it changed my world. I enjoy helping people, help people.” said Mark. Mark has served as board-member, president, vice-president, and Government Relations Liaison of the Oklahoma Planned Giving Council. His professional active memberships dates back to 1995 with the National Association of Charitable Gift Planners and Financial Planning Association. Mark served as a board member of Regent Bank & Trust Company on the Executive, Trust and Loan Committee. He earned his degree from the ORU School of Business, studied Estate Tax, Wills and Trusts and the Tax & Economics of Charitable Giving at Regent University Law School in Virginia. Mark earned an advanced degree from the American College with the designation of Chartered Advisor in Philanthropy (CAP). This training makes him a part of the top planners who work with donors and non-profit organizations, providing insight into the process of philanthropic planning, including, but not limited to tax, tools, and techniques. Among his titles of husband and dad, one of his greatest pleasures is being called “Poppi” by his five granddaughters. https://images.squarespace-cdn.com/content/v1/5ec431d749de53091e43c231/1597084859021-L0877LWMU1LKAGMFMIX9/Chris+Miller+Tulsa.jpg ABOUT TAG MEET CHRIS… Chris Miller has over 20 years of experience working in the areas of Major Gift, Annual Fund, Major Gift Events, Data Analysis and Legacy Giving. As the President and COO of The Advancement Group, Chris uses his vast experience to oversee the day-to-day operations while providing services to nonprofits in the capacity of wealth screening, legacy, major and annual giving programs. Chris has been a member of the Association of Fundraising Professionals since 2001. He is active in the AFP Eastern Oklahoma Chapter, and has held several positions on the board as well as serving as a mentor for other members. Chris is currently serving as President for the Eastern Oklahoma Chapter. Chris has been a Certified Fund Raising Executive (CFRE) since 2012 and has been a faculty member and coordinator for the local CFRE Review Course. Chris has a passion to serve the needs of nonprofits to help them increase their impact in the community and to create funding pipelines for the next generation. Chris will have been married to his high school sweetheart for 25 years this year, and has two beautiful children, Jackson and Isabella. https://images.squarespace-cdn.com/content/v1/5ec431d749de53091e43c231/d190e970-5bdb-4988-a163-ea411aa90417/Untitled+design+%2816%29.png ABOUT TAG MEET STEPHANIE… Stephanie serves as the Director of Donor Relations at The Advancement Group. Stephanie has a passion to help others. As a result of her extensive experience in the medical field, she understands the importance of helping families through the planning process. She is well focused and dedicated to her role at The Advancement Group as she uses her skills to serve the nonprofit community and its supporters. Stephanie loves spending quality time with her daughter and dogs. She attends Life Church and is passionate about baking, finding joy in creating sweet treats for family and friends. She travels as often as life allows, fueled by a deep love for discovering new places, cultures, and experiences. https://images.squarespace-cdn.com/content/v1/5ec431d749de53091e43c231/becfcfce-921d-41c9-9fba-746a74e7d7ec/Miriah+Montoya.jpg ABOUT TAG MEET MIRIAH… Miriah, a Tulsa native, serves as the Director of Client Relations and Marketing at The Advancement Group. She recently graduated from Oral Roberts University with a degree in Marketing, bringing with her four years of diverse experience across multiple marketing roles. Currently pursuing an MBA in Non-profit Management, Miriah is focused on furthering her skills to support nonprofits and serve those in need. She is passionate about using her creativity and strategic thinking to make a meaningful impact in her community. Outside of work, Miriah loves serving in her church, values family time, and enjoys coffee, thrift shopping, and crocheting https://www.tagpg.org/home daily 1.0 2026-02-06 https://images.squarespace-cdn.com/content/v1/5ec431d749de53091e43c231/1591733169154-JCDUBJGKFICBKWXDBHJ0/LEGACY+PLANNING HOME https://images.squarespace-cdn.com/content/v1/5ec431d749de53091e43c231/1591733198724-6J1FUPI257R3MK13JRDS/DONOR+DISCOVERY+TAG HOME https://images.squarespace-cdn.com/content/v1/5ec431d749de53091e43c231/c5169968-3165-4dd3-9905-0d065d466e9a/TAG+TALK HOME https://images.squarespace-cdn.com/content/v1/5ec431d749de53091e43c231/1591733251943-GDRRZID5T0V8P9UO8TX9/MAJOR+GIFT+SOLUTIONS HOME https://www.tagpg.org/our-work daily 0.75 2022-08-24 https://images.squarespace-cdn.com/content/v1/5ec431d749de53091e43c231/1591648786778-1XMWMNDETRN04C6U4MDM/FIRST+TEE+USA OUR WORK - FIRST TEE OF OKLAHOMA https://images.squarespace-cdn.com/content/v1/5ec431d749de53091e43c231/1592504842506-B8JQPZNXL57H8NSTZ0OX/BK+.jpg OUR WORK - BISHOP KELLEY HIGH SCHOOL https://images.squarespace-cdn.com/content/v1/5ec431d749de53091e43c231/1591649151575-RC3JYSTNP9WW4AFIAR0D/Day+Spring+Villa.jpg OUR WORK - The SPRING https://images.squarespace-cdn.com/content/v1/5ec431d749de53091e43c231/1592505013028-VH8YGZ7AX00UQSGZPVDU/Little+Lighthouse OUR WORK - LITTLE LIGHTHOUSE https://images.squarespace-cdn.com/content/v1/5ec431d749de53091e43c231/1591649650999-6AKO03YKGL8535332N0H/COFFEE+BUNKER+TULSA OUR WORK - COFFEE BUNKER https://www.tagpg.org/discovery daily 0.75 2022-09-16 https://images.squarespace-cdn.com/content/v1/5ec431d749de53091e43c231/1592240735404-T1BWYAQZTLCHCECBNW2G/Discover DISCOVERx https://images.squarespace-cdn.com/content/v1/5ec431d749de53091e43c231/1591907215554-FKYJ2QEBA1L5OFYL1JYF/Donor-Discovery-Matters.png DISCOVERx https://www.tagpg.org/legacy-planning daily 0.75 2021-08-23 https://images.squarespace-cdn.com/content/v1/5ec431d749de53091e43c231/1591895810774-97QEZZAQE0OWT6ABFI7R/Your+Custom+Endowment+Program LEGACY PLANNING SERVICES https://images.squarespace-cdn.com/content/v1/5ec431d749de53091e43c231/1591898991858-482LD2GKLN8O4L1MOKOP/Legacy-Benefits.png LEGACY PLANNING SERVICES https://www.tagpg.org/major-gift-solutions daily 0.75 2026-02-05 https://images.squarespace-cdn.com/content/v1/5ec431d749de53091e43c231/1597345196276-YF90PU32XGGBZMCAD2VG/Tulsa-Downtown.jpg MAJOR GIFT SOLUTIONS https://www.tagpg.org/connect daily 0.75 2025-11-11 https://www.tagpg.org/first-tee-case-study daily 0.75 2020-08-13 https://images.squarespace-cdn.com/content/v1/5ec431d749de53091e43c231/1592502780657-GF9WJQ183GWQR29BIEHV/First+Tee+Tulsa FIRST TEE CASE STUDY https://images.squarespace-cdn.com/content/v1/5ec431d749de53091e43c231/1592503283486-PGFIEQ99Q5FP8V9TBALM/Screen+Shot+2020-06-18+at+1.00.47+PM.png FIRST TEE CASE STUDY https://images.squarespace-cdn.com/content/v1/5ec431d749de53091e43c231/1592503367801-Z0QET15E4J049VKW3I76/FirstTee-PIF-13.jpg FIRST TEE CASE STUDY https://www.tagpg.org/bishop-kelley-case-study daily 0.75 2020-07-14 https://images.squarespace-cdn.com/content/v1/5ec431d749de53091e43c231/1594757824326-O8VQIWVMXLBA4J6YY80S/BK-infographic_FINAL.png BISHOP KELLEY CASE STUDY https://images.squarespace-cdn.com/content/v1/5ec431d749de53091e43c231/1592506931386-LRAU2JBNJRLOETUT7Z93/BK+Ad BISHOP KELLEY CASE STUDY https://images.squarespace-cdn.com/content/v1/5ec431d749de53091e43c231/1592507292179-VGL08RE26ZZ54HWQCJ4O/BK+.jpg BISHOP KELLEY CASE STUDY https://www.tagpg.org/our-clients daily 0.75 2023-10-31 https://www.tagpg.org/agency-services daily 0.75 2020-07-13 https://images.squarespace-cdn.com/content/v1/5ec431d749de53091e43c231/1592856443089-JSG40OQDTYD796Y8YK5G/LEGACY+PLANNING AGENCY SERVICES TAG’s flagship program is built to provide agencies of all kinds the support needed to implement, launch, and maintain a successful legacy program! 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