A Financial Advisor’s Best Tool for Helping Charitable Clients

Jesse Bain
Jesse Bain

Financial advisor Jesse Bain started with Edward Jones Investments as an intern in college and has served numerous roles with the company over the past 12 years. In 2005, he took over the operations of the office in Purcell, Okla. He also serves as a nonpublic arbitrator for the Financial Industry Regulatory Authority.

A highly regarded recommendation started Bain’s association with the Oklahoma City Community Foundation and for a decade he’s worked with us to help his clients achieve their charitable giving goals.

Most recently, the Oklahoma City Community Foundation assisted one of his clients with setting up a charitable gift annuity (CGA) to help her leverage her charitable gifting and take advantage of the tax benefits that accompany that strategy. The client’s CGA will establish a legacy fund which will support her church.

“There is not a better organization or group of people in our region for helping the charitably-inclined individual,” Bain says. ”The strategies and solutions available through the Oklahoma City Community Foundation that have helped my clients have proven to be irreplaceable.”

Bain added that the Oklahoma City Community Foundation is the single best tool that he has found as a financial advisor to help his clients extend their legacy of charitable giving while also taking advantage of current tax laws and benefits.

We work with professional advisors like Jesse Bain every day to help their clients accomplish their charitable giving goals. For donors who are interested in a CGA, we have six options available. Contact Joe Carter at j.carter@occf.org or 405/606-2914 for more information on how we can work with you and your professional advisor.

2015 Scholarship Match adds $771,576 to endowment funds

2015smatchlogoThe 2015 Scholarship Match ended Dec. 31 with more than 500 individual donors making contributions of $480,826 to 82 scholarship endowment funds. With the Oklahoma City Community Foundation match of $290,750, the scholarship endowments increased by $771,576, providing an additional $38,000 in awards in 2016. Learn more about the match here.