Welcome to The Toolkit
The Toolkit is designed for the nonprofit organizations who participate in our Charitable Organization Endowment Program! This page was created to provide useful tools to help the organizations promote and develop their endowment fund.
The Toolkit provides the following:
- Instructions on how to add links to your organization's website to an online giving service via your Central Oklahoma Charities page and to Legacy Giving, our online planned giving resource for donors and professional advisors.
- DonorCentral Guide
- Examples of Giving Cards
- Past issues of E News, our monthly e-newsletter
- Our Additional Online Resources page that provides direct links to websites that offer valuable information on issues such as nonprofit management and compliance.
- Promotional information for iFunds grant recipients
- Key OCCF staff contact information
TIP: We recommend you bookmark this page for easy access and add it to your RSS feed so you can be alerted when new information is added: www.occf.org/coetoolkit.
Linking to Your Central Oklahoma Charities page
Each Charitable Organization Endowment has its own page on this website through the Central Oklahoma Charities directory. Central Oklahoma Charities is the area's most comprehensive online directory of more than 300 nonprofit organizations. In addition to providing key information about the organization including website and e-mail links, each page also includes a link to our secure online giving service where donors can use a major credit card to make a charitable gift to your endowment. By providing a link to your Central Oklahoma Charities page, you can offer the ease and convenience of online giving to your donors. Download the instructions here.
Linking to Legacy Giving, an online planned giving resource
The Oklahoma City Community Foundation offers a free planned giving service on our website for both donors and professional advisors. If you'd like to offer planned giving resources for your donors you may want to add a link to our Legacy Giving page. Below is sample language to use with the link as well as the direct URL:
Our organization
partners with the Oklahoma City Community Foundation to offer free planned giving tools for you and your professional advisor here.
Linking to Online Giving
As of July 1, we are now using PayPal to process online gifts to your endowment funds. If you have a link on your website to our online giving service you may want to check your link to ensure it's going to the correct page.
Links from your website to our online giving form should be directed to:
https://www.occf.org/onlinegiving.html
DonorCentral Guide
Because you have an endowment fund at the Oklahoma City Community Foundation, you have access to DonorCentral, an online reporting system that allows you to track gifts, review fund balances, gift history and financial statements. DonorCentral can be a very useful tool for keeping up with your endowment fund’s activities quickly and conveniently. This reference guide walks you through the system’s features.
DonorCentral Guide
Giving Card
We are pleased to announce that we are publishing “Giving Cards” for our Charitable Organization Endowments. Giving Cards are a convenient way to encourage support for your endowment fund. The four-color two-sided card serves as a contribution card that can easily be mailed with a check for the benefit of your fund or a useful way to promote a planned gift to your organization. We are offering to produce Giving Cards and provide each organization with up to 1,000 cards. We will produce up to three(3) cards each quarter. The catch is the organization must demonstrate a plan by which to distribute the cards. If you’re interested complete the Application Form and submit it Cathy Nestlen via fax (405/235-5612) or email.
Examples of Giving Cards
CCFI
FFA Foundation
Photographic Society of America
Oklahoma Humanities Council
OU Naval ROTC Alumni
E News Archive
E News is our monthly e-newsletter that offers a capsule of the latest in nonprofit news, trends and resources.
2013
April - The Doctor is in. Time for your fiscal health checkup!
March - Gifted Resources for Your Nonprofit
February - "Everybody can be great, because anybody can serve."
January - Ch-Ch-Ch-Changes
2012
December - Social Media Tips to Stuff Your Stocking!
November - Happy National Philanthropy Day!
October - What Donors Want
September - Where will you be on 10-11-12?
August - Beat the Heat with These Cool Fundraising Ideas
July - Get your team in shape to bring home nonprofit gold!
June - A true measure of your worth
May - Don't Be Left Behind, Get On Board GiveSmartOKC
April -
Walking the financial tightrope? Here's help for your balancing act!
March - You know what they say about failing to plan...
February -
Keep them coming back for more!
January - Out with the Old, In with the New!
2011
December - Times They Are a Changin'
November - Penalty Flag! Are you playing by the rules?
October - Learn the Tricks to be a Treat for Your Donors
September - New Name, Same Game
August -
Go Back to School With These Lessons for Better Fundraising!
July - We want to meet your board!
June - How does your nonprofit measure up?
May - Is your board bored?
April - It's Spring! Are your organization's finances blooming?
March - "It's a plan, Stan!"
February - How to find your perfect match!
January - "But Mom, all the cool kids are doing it!"
2010
December - Deck Your Halls with Online Giving! Fa La La La La
November - Please and Thank You - What you can learn from Emily Post
October - Warning: Construction Zone! We've got the tools to help build your endowment!
September - Are you Writing in a Winning Way?
August - Happy New (Fiscal) Year!!!
July - Chill Out, Things Gonna Change...
June - Move Over Letterman, Here's Our Top 10 List!
May - Psst. Secrets to Successful Fundraising
April - Talkin' bout my generation
March - Spring Into Social Media
February - A sweetheart of a deal for your organization!
January - Share and Share Alike
Additional Online Resources
Check out this page for links to online resources.
Charitable Organization Endowment Publications
2012 Charitable Organization Endowment Program Report
SB1070 - How to Comply
OCCF Logos to use for acknowledgement of iFunds grant award
Access to Health Care iFund
The image should link to http://www.ifundokc.org. If coding in HTML, use <a href="http://www.ifundokc.org"><img src="path to image file"></a>. Click here for a print quality version. (Right click the link and choose "Save as..." to download.)
Opportunities for Children iFund
The image should link to http://www.ifundokc.org. If coding in HTML, use <a href="http://www.ifundokc.org"><img src="path to image file"></a>. Click here for a print quality version. (Right click the link and choose "Save as..." to download.)
OCCF Staff Contact Information
For general Charitable Organization Endowment questions, contact Gayle Farley at 405.606.2910.
For help with communications efforts, contact Cathy Nestlen at 405.606.2913.
For help linking to website resources, contact Neil Cambre at 405.606.2923.
For questions about financial details, contact Diane Baker at 405.606.2921.
