INTEGRITY. EXCELLENCE. INNOVATION.

These three words are not only our guiding principles, but they serve as our internal compass. We are motivated to serve our clients by living out these core values each and every day. That’s our commitment to our clients and community.

 

25 YEARS STRONG.

For over 25 years, The Advancement Group (TAG) has worked alongside a variety of non-profit organizations, educational institutions, and ministries in the United States and around the world. We provide expertise and support on custom legacy giving and fundraising programs.

While most firms only make recommendations, we walk alongside your organization and help implement these proven strategies! At TAG, we have built our company on innovation, excellence, and integrity. That is why we focus on a highly-tailored approach that deepens our understanding of how best to implement a long-term, sustainable legacy giving program that produces results and maximizes your relationships.

 
TAG RESULTS
 

OUR MISSION

Empowering donors and nonprofit organizations to cultivate an atmosphere of legacy through strategic solutions that equips the future generation.

 

THE VISION

We see a future where values and inheritance are passed from one generation to the next allowing charities all around the world to passionately carry out their mission.

 

MEET THE TEAM

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.

MARK LOEBER, CAP

FOUNDER & CEO

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.

CHRIS MILLER, CFRE

PRESIDENT & COO

MEET TRACY…

Tracy has lived in the Tulsa area her entire life and serves as the Director of Donor Relations at TAG. She's passionate about serving people, fostering relationships, and purposefully supporting the local nonprofit community, local donors, and the clients served through TAG.

Tracy is dedicated to her family and always loves to have a good laugh with her husband and two daughters. She enjoys all things related to health, nutrition, personal growth, beaches, and sunsets.

TRACY MILLS

DIRECTOR OF DONOR RELATIONS

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

MIRIAH MONTOYA

DIRECTOR OF CLIENT RELATIONS AND MARKETING

RACHELLE GARDNER…

Rachelle Gardner is a devoted wife, to her husband Daniel. They have been married for 26 years, and together they have three children. Her family has grown to include two beautiful daughters-in-law and two grandsons, whom she adores as their "GG."

Rachelle is also a successful entrepreneur, having owned her own business for 17 years, and served as the Kids Pastor at a church in the Tulsa area. Her love for Ministry started at a very young age. She has served in the Ministry for over 20 years in various areas.

Rachelle’s passion for serving others extends beyond her professional life. For the past five years, She has been an active member on the board of a non-profit organization, where she has played a vital role in its mission.

Through Rachelle’s work with The Advancement Group, she is dedicated to continuing to serve people, the community, and local donors. Her commitment to making a positive impact she hopes is evident in all that she gets to put her hands to. Rachelle plans to continue to inspire those around her with her dedication and passion for service.

In Rachelle’s spare time, you will find her hanging out with friends and family, traveling, at church, serving in her community, or home her family!

RACHELLE GARDNER

DONOR AND FINANCIAL PLANNING CLIENT RELATIONS MANAGER