About Us

The Advancement Group is a fee based outsourced planned giving company serving diverse charitable organizations. Specializing in charitable gift and estate tax planning, our expert staff holds development, financial, legal, tax, and accounting backgrounds. While most planned giving consulting firms only make planned giving program recommendations, we implement our recommendations concerning your planned giving program.

Mission of The Advancement Group, Inc.

Our mission is to provide our non-profit clients innovative planned giving services that generate financial support to meet their long-term funding needs. We are committed to protect and enhance our client's relationship with their donors, to positively impact our client's long-term financial resources, and to endear future generations to our clients through integrity, excellence, and innovation.

Our Philosophy About Planned Giving

Based upon the philosophy that planned giving should meet donor's needs first, we strive to help donors balance finances, family, and philanthropy. This holistic approach enables your donors to wisely maximize assets, meaningfully transfer them to the next generation, and impact the causes they care about deeply.

Our Staff of Advisors

Mark T. Loeber

Mark T. Loeber is President of The Advancement Group, Inc. He is a graduate of Oral Roberts University School of Business with a degree in Business Management and an emphasis in Economics. He studied at Regent University Law School in Virginia auditing specialized courses in Charitable Gift & Estate Tax Planning.

Prior to beginning The Advancement Group in 1993, Mark was Executive Vice President and Chief Operations Officer of a publicly traded company that served the non-profit community. Mark gained much of his experience in charitable gift and estate tax planning as Senior Financial Planning Specialist for The Christian Broadcasting Network. At CBN, he conducted seminars on estate planning, developed marketing materials on financial planning, and assisted in training attorneys in charitable gift and estate planning and appeared frequently on radio and television shows discussing business succession, estate tax and financial planning.

Mark is a member of the Financial Planning Association (FPA), the National Committee on Planned Giving (NCPG), the Oklahoma Planned Giving Council (OPGC) and the Christian Stewardship Association (CSA), and the former Government Relations Liaison for the State of Oklahoma Planned Giving Council. He is a national lecturer and faculty speaker on Charitable Gift and Estate Tax Planning topics.