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Charitable Organization Endowment Program
Overview | Basic Operational Grant | Recent Grant Approval
Overview
Through our Charitable Organization Endowment Program the Oklahoma City Community Foundation provides the following key services to nonprofit organizations participating in the program:
Fund Management
Our long-term investment strategies and efficient management of the Charitable Organization Endowment Program funds provides for the future financial needs of the organization. See investment and distribution policies here.
Through DonorCentral, a secure online reporting service, a Charitable Organization Endowment Program organization's staff member can view up-to-date gift history and financial statements for their endowment fund or funds.
Fund Administration
We process all gifts and gift acknowledgements, provide each organization with an annual report of their fund(s) including gifts, distributions and investment performance.
Development & Gift Facilitation
The Oklahoma City Community Foundation actively promotes the development of all endowment funds we adminster. Specifically, Charitable Organization Endowment Program funds are promoted on an ongoing basis through publications, online via Central Oklahoma Charities - the region’s most comprehensive online nonprofit directory - and through our engagement with professional advisors.
Planned Giving Services
Our planned giving services and expertise are also available to organizations and their staffs. We work with donors to facilitate both current and planned gifts and administer both gift annuities and trusts. Legacy Giving is our online planned giving resource for donors and professional advisors that offers the latest information and tools for charitable estate gifts. Read more about our planned giving services here.
In addition to gifts of cash, we can facilitate a variety of non-cash gifts to benefit Charitable Organization Endowment Program participant funds. See types of gifts we accept here.
Online Giving Service
We also provide a secure online giving service through which donors can make gifts directly to Charitable Organization Endowment Program funds using a major credit card. Charitable Organization Endowment Program participants can also inquire about matching grants from the Kirkpatrick Family Fund. Read more here.
Endowment Matching Grant Opportunity
Eligible organizations can also apply for an endowment matching grant through the Kirkpatrick Family Fund. See details here.
Program & Resources
In order to enhance the effectiveness and sustainability of the Charitable Organization Endowment Program participants, we offer free training including webinars on current charitable issues, E news - a monthly e-newsletter featuring current nonprofit topics and a free quarterly continuing education seminar for CPA who work for or with Charitable Organization Endowment Program participants.
Through the online Charitable Organization Endowment Program participant Toolkit, we provide resources to help the Charitable Organization Endowment Program participants promote their organizations' endowments to donors.
What is required for an organization to participate in the program?
Any 501(c)(3) public charity organization serving Oklahoma can make an application to participate. Upon approval, an endowment can be started with a $20,000 contribution from the organization itself, from a donor or a group of donors. For more information, please contact Gayle Farley at 405/606-2910.
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Grant Program
Through the Charitable Organization Endowment Program, we offer Basic Operational Grants to the nonprofit organizations who meet the following criteria:
1. have a charitable organization endowment fund at the Oklahoma City Community Foundation.
2. have a proven track record of encouraging donors to support the endowment.
3. grant proposal must have the full endorsement of organization’s board of directors; the board must demonstrate an ongoing financial commitment to the organization.
4. Staff and board have completed the Organizational Capacity Assessment Tool (OCAT) to identify organizational strengths and challenges.
5.
Completion of the OCAT. The OCAT is a self-assessment instrument that helps nonprofit organizations identify capacity strengths and challenges and establish capacity buildling goals to create a more sustainable organization. It is primarily a diagnostic and learning tool that should provide a framework for measuring growth in your nonprofit's organizational capacity over time. The completion of the OCAT is required as part of our Charitable Organization Endowment Program grants program.
Basic Operational Grants – grants up to $3,000
Basic Operational Grants are available to assist program participants with basic first-time management and administrative needs. Grants will be provided for organizations in need of basic accountability, planning and communications resources in order to move forward.
Grants are available in the following areas but only if it is a first-time need for the organization:
- Initial strategic planning process
- A communications plan that includes accepting or participating in online giving
- A first-time financial audit and financial management review or software
- Basic management or development consulting
- Specific-purpose training for board and staff.
Basic Operational Grants will be awarded based on evaluation of the proposal by the Oklahoma City Community Foundation staff in conjunction with completion of the OCAT by the organization’s staff and board. Grants will be awarded up to $3,000.
Required Documents
In addition to the forms listed below, applicants must also submit one (1) copy of each of the following:
- A list of the current officers and directors of the organization
- A copy of the organization's long-range or strategic plan, if available
- A current year financial statement and current budget
Basic Operational Grants -- Forms
Directions: Please first save the required documents to your computer prior to completion. Download the latest free version of Acrobat here.
Organizational Capacity Assessment Tool (OCAT) Note: This is an Excel file.
1. Right click link and choose "Save as..." to download.
2.
To save, print and or close the file use the Excel navigation tools at the top of your computer screen.
Proposal Form
Basic Operational Grant Budget Form
Grant Quarterly Report Form
Grant Final Evaluation Report Form
Basic Operational Grant Deadlines: Proposals can be submitted at any time to Gayle Farley either via email or by mail: P.O. Box 1146, Oklahoma City, OK 73101-1146 or can be hand delivered to our offices at 1000 N. Broadway Ave.
Recent Basic Operational Grant Approvals
OKC Metro Alliance (Firstep) - $2,500 for the development of an initial long-range plan.
Updated March 2012
