Oklahoma City financial planner Melinda Warren says her partnership with the Oklahoma City Community Foundation is a great asset in helping her clients achieve their charitable giving goals.
A certified financial planner (CFP®) and accredited investment fiduciary (AIF®), Melinda works with a number of clients through her firm Hughes Warren, Inc., who are interested in incorporating charitable giving into their estate plans. Through her involvement with the Oklahoma Planned Giving Council, she began working with community foundation staff and realized the relationship would be a great fit for her clients.
“Our clients come from various walks of life,” Melinda says. “I have found that the Oklahoma City Community Foundation is very adept at meeting the charitable giving needs of many people who have dreams and goals of making those gifts to a plethora of charities.”
Among the clients she has referred to the Oklahoma City Community Foundation is an individual who wanted to make a gift of appreciated stock to support his alma mater. After making the gift, the client was impressed at how easy the process was and encouraged other alumni members to work with the community foundation to make similar gifts.
Melinda says that the professionalism of the Oklahoma City Community Foundation staff, combined with the flexibility to accommodate her clients’ individual needs has been a real benefit for her firm.
“It has been a privilege to work with the Oklahoma City Community Foundation,” Melinda says. I look forward to many more years of working with them.”
A gift of stock is just one of the many types of gifts we can accept. Find a complete list of the types of charitable gifts we accept here and a copy of our gift acceptance policy here. For more information on how we can help donors accomplish their charitable giving goals, contact Joe Carter at email@example.com or 405/606-2914.
For the past 35 years, Oklahoma City attorney John W. Mee Jr. has been bringing clients to the Oklahoma City Community Foundation to help them fulfill their charitable giving goals. A founding partner of Mee Mee Hoge and Epperson PLLP, Mr. Mee’s areas of practice range from estate and charitable tax planning to real estate and business transactions. He says the Oklahoma City Community Foundation has been a great fit for many of his clients.
“The Oklahoma City Community Foundation has a reputation as a respected and well-known Oklahoma institution founded and operated by Oklahomans, many of whom I knew personally,” Mr. Mee says. In fact, he adds that his family has known our founders, the Kirkpatricks, for decades.
Through this trusted relationship, Mr. Mee has helped several clients establish advised funds or charitable remainder trusts at the Oklahoma City Community Foundation. One couple, who was leaving a significant inheritance, wanted to teach their children and grandchildren about charitable giving and believed an advised fund was the perfect vehicle. The couple established the fund during their lifetime and allowed the family members to help make decisions about grant recommendations. By working with the Oklahoma City Community Foundation, his clients were able to pass on their charitable giving legacy and have it continue for generations.
“The Oklahoma City Community Foundation is defined by its long term reputation for integrity and tradition of helping improve the quality of life in Oklahoma,” says Mr. Mee. “I work with the organization because it provides my clients with a quality experience, excellent financial management of their contributions and excellent financial return on charitable dollars invested.”
The Oklahoma City Community Foundation offers three types of advised funds designed to meet your unique needs. An advised fund can be established with cash or other assets and allows you to focus on giving back while the Oklahoma City Community Foundation takes care of the administration and reporting requirements. Learn more about our advised funds here. If you would like to learn how the Oklahoma City Community Foundation can help you with your charitable giving, please contact Joe Carter at firstname.lastname@example.org or at 405/606-2914.