Fund Options

As a professional advisor, you help your clients plan for now and the future. For some, those plans may include making gifts to or establishing a charitable fund. We offer a variety of fund options that may be of interest to your clients. Below is an overview of the options:

Advised Funds: Legacy, Gift & Express Funds
If a client is considering a charitable fund through which they and their family could support specific nonprofit organizations or projects, then an advised fund may be an appropriate choice. We offer three advised fund options including two that are not permanent funds.
Legacy Fund Policy
Gift Fund Policy
Express Fund Policy
Scholarship & Award Funds
If your client’s goal is to provide scholarships to worthy students, then establishing a scholarship endowment fund is the right option. Scholarship funds provide a unique way to honor or memorialize individuals as well as support the educational aspirations of others. We administer the state’s largest independent scholarship program that generates more than 700 awards a year. The scholarship funds are as varied as they are generous. Please review the funds here.
Scholarship & Award Fund Policy Statement
Funds for Charitable Organizations
Charitable organizations may establish a permanent endowment fund that will generate an annual distribution back to the organization. Donors can also create a permanent endowment fund for a favorite charitable organization or make a gift to an existing endowment fund. The Oklahoma City Community Foundation oversees the country’s largest charitable organization endowment program with more than 360 organizations participating. You can learn more about the program here as well as review a list of the organizations.
Charitable Organization Endowment Fund Policy Statement
Donor Designated Funds
A donor designated fund can allow your clients to designate one or more charitable beneficiary organizations at the time a gift is made. Investment earnings are distributed each year based upon the original designation.
Donor Designated Fund Policy
Community Activity Funds and Field of Interest Funds
Through Community Activity Funds, we are able to provide support services for community activities that do not have an associated nonprofit organization to receive the charitable contributions or handle the dispersal of funds for the charitable activity. See current Community Activity Funds here.

A Field of Interest Fund allows you to target grants to support a type of charitable need such as foster children, the environment, the arts, animal welfare or whatever the client determines. Field of Interest Fund Policy.